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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 | $50,327 | $58,241-13.6% | $81,780-38.5% | $80,911-37.8% |
| Participation rate | 44.4% | 63.4%-19.0pp | 72.4%-27.9pp | 67.6%-23.2pp |
| Annual return | 24.75% | 41.73%-17.0pp | 776.27%-751.5pp | 35.63%-10.9pp |
| Employer contribution / active EE | $2,636 | $2,343+12.5% | $2,914-9.5% | $2,756-4.3% |
| Participant deferral / active EE | $5,362 | $3,283+63.4% | $4,321+24.1% | $4,297+24.8% |
| Admin fee / account holder | $2,937 | $4,973-40.9% | $7,384-60.2% | $6,935-57.6% |