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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 | $49,877 | $98,766-49.5% | $149,730-66.7% | $79,852-37.5% |
| Participation rate | 55.0% | 75.8%-20.8pp | 82.5%-27.5pp | 69.6%-14.6pp |
| Annual return | 26.94% | 27.43%-0.5pp | 276.70%-249.8pp | 31.72%-4.8pp |
| Employer contribution / active EE | $3,318 | $3,217+3.1% | $4,645-28.6% | $2,471+34.3% |
| Participant deferral / active EE | $8,842 | $5,681+55.6% | $6,843+29.2% | $3,740+136.4% |
| Admin fee / account holder | $8,066 | $6,052+33.3% | $9,310-13.4% | $5,306+52.0% |