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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 | $56,710 | $81,643-30.5% | $70,462-19.5% | $158,950-64.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 29.91% | 208.51%-178.6pp | 109.08%-79.2pp | 302.91%-273.0pp |
| Employer contribution / active EE | $2,282 | $3,218-29.1% | $2,737-16.7% | $4,762-52.1% |
| Participant deferral / active EE | $4,420 | $4,555-3.0% | $3,710+19.1% | $5,983-26.1% |
| Admin fee / account holder | $10,389 | $6,194+67.7% | $3,845+170.2% | $11,248-7.6% |