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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 | $55,809 | $65,072-14.2% | $66,439-16.0% | $65,306-14.5% |
| Participation rate | 51.7% | 69.1%-17.3pp | 74.5%-22.8pp | 57.7%-5.9pp |
| Annual return | 18.59% | 21.50%-2.9pp | 757.66%-739.1pp | 21.94%-3.3pp |
| Employer contribution / active EE | $2,092 | $2,475-15.5% | $2,637-20.7% | $1,967+6.3% |
| Participant deferral / active EE | $1,596 | $3,234-50.7% | $3,876-58.8% | $2,959-46.1% |
| Admin fee / account holder | $1,658 | $1,323+25.3% | $6,173-73.1% | $3,480-52.4% |