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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 | $48,908 | $106,280-54.0% | $96,538-49.3% | $139,487-64.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 28.24% | 38.48%-10.2pp | 35.74%-7.5pp | 373.84%-345.6pp |
| Employer contribution / active EE | $5,922 | $4,107+44.2% | $3,740+58.3% | $4,755+24.5% |
| Participant deferral / active EE | $10,622 | $5,457+94.7% | $4,880+117.6% | $6,713+58.2% |
| Admin fee / account holder | $3,729 | $7,888-52.7% | $6,737-44.7% | $11,407-67.3% |