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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 | $52,829 | $129,737-59.3% | $119,126-55.7% | $154,746-65.9% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 16.75% | 379.08%-362.3pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,022 | $4,375-53.8% | $4,034-49.9% | $4,379-53.8% |
| Participant deferral / active EE | $5,900 | $5,842+1.0% | $5,318+11.0% | $6,730-12.3% |
| Admin fee / account holder | $544 | $11,961-95.4% | $10,693-94.9% | $14,365-96.2% |