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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 | $55,767 | $129,737-57.0% | $119,126-53.2% | $154,746-64.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 22.25% | 379.08%-356.8pp | 282.11%-259.9pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,710 | $4,375-38.1% | $4,034-32.8% | $4,379-38.1% |
| Participant deferral / active EE | $6,850 | $5,842+17.3% | $5,318+28.8% | $6,730+1.8% |
| Admin fee / account holder | $782 | $11,961-93.5% | $10,693-92.7% | $14,365-94.6% |