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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 | $52,731 | $111,535-52.7% | $105,223-49.9% | $137,256-61.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 20.77% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,534 | $3,939-35.7% | $3,689-31.3% | $4,156-39.0% |
| Participant deferral / active EE | $4,570 | $5,500-16.9% | $5,072-9.9% | $6,407-28.7% |
| Admin fee / account holder | $1,314 | $9,721-86.5% | $8,859-85.2% | $12,270-89.3% |