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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 | $52,183 | $115,810-54.9% | $101,271-48.5% | $158,966-67.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 20.77% | 56.15%-35.4pp | 46.48%-25.7pp | 302.95%-282.2pp |
| Employer contribution / active EE | $2,123 | $4,175-49.2% | $3,660-42.0% | $4,762-55.4% |
| Participant deferral / active EE | $7,830 | $4,958+57.9% | $4,371+79.1% | $5,983+30.9% |
| Admin fee / account holder | $1,681 | $7,248-76.8% | $5,948-71.7% | $11,250-85.1% |