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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 | $53,470 | $93,598-42.9% | $135,974-60.7% | $75,173-28.9% |
| Participation rate | 58.5% | 75.2%-16.7pp | 81.9%-23.4pp | 67.2%-8.7pp |
| Annual return | 49.46% | 30.89%+18.6pp | 68.30%-18.8pp | 160.72%-111.3pp |
| Employer contribution / active EE | $2,046 | $3,538-42.2% | $4,859-57.9% | $2,671-23.4% |
| Participant deferral / active EE | $4,863 | $6,405-24.1% | $7,760-37.3% | $4,126+17.8% |
| Admin fee / account holder | $15,284 | $6,978+119.0% | $10,767+42.0% | $5,651+170.5% |