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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 | $49,741 | $132,634-62.5% | $115,768-57.0% | $137,256-63.8% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.4%-20.5pp | 80.0%-26.1pp |
| Annual return | 17.21% | 160.70%-143.5pp | 100.46%-83.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,378 | $3,360-29.2% | $2,940-19.1% | $4,156-42.8% |
| Participant deferral / active EE | $7,239 | $5,619+28.8% | $4,917+47.2% | $6,407+13.0% |
| Admin fee / account holder | $5,794 | $15,028-61.4% | $12,439-53.4% | $12,270-52.8% |