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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 | $39,270 | $65,084-39.7% | $67,681-42.0% | $64,340-39.0% |
| Participation rate | 51.7% | 66.7%-15.0pp | 73.7%-22.0pp | 55.2%-3.5pp |
| Annual return | 19.23% | 20.50%-1.3pp | 590.58%-571.4pp | 24.14%-4.9pp |
| Employer contribution / active EE | $2,422 | $2,398+1.0% | $2,678-9.6% | $1,862+30.1% |
| Participant deferral / active EE | $3,641 | $3,210+13.4% | $3,976-8.4% | $2,980+22.2% |
| Admin fee / account holder | $3,032 | $1,415+114.3% | $6,100-50.3% | $3,703-18.1% |