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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 | $49,769 | $77,419-35.7% | $69,461-28.3% | $152,885-67.4% |
| Participation rate | 57.1% | 78.1%-21.0pp | 74.6%-17.5pp | 82.5%-25.3pp |
| Annual return | 23.36% | 39.07%-15.7pp | 28.97%-5.6pp | 345.39%-322.0pp |
| Employer contribution / active EE | $2,081 | $3,315-37.2% | $2,779-25.1% | $4,763-56.3% |
| Participant deferral / active EE | $6,629 | $4,414+50.2% | $3,536+87.5% | $5,851+13.3% |
| Admin fee / account holder | $7,837 | $6,207+26.3% | $3,840+104.1% | $11,598-32.4% |