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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,077 | $52,353-2.4% | $120,225-57.5% | $82,448-38.0% |
| Participation rate | 53.1% | 58.3%-5.3pp | 69.6%-16.5pp | 68.1%-15.0pp |
| Annual return | 18.71% | 61.85%-43.1pp | 439.23%-420.5pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,104 | $1,510-26.9% | $3,475-68.2% | $2,551-56.7% |
| Participant deferral / active EE | $2,719 | $2,627+3.5% | $3,999-32.0% | $4,139-34.3% |
| Admin fee / account holder | $2,770 | $4,363-36.5% | $5,696-51.4% | $7,234-61.7% |