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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 | $50,739 | $55,457-8.5% | $77,361-34.4% | $94,015-46.0% |
| Participation rate | 54.9% | 69.8%-14.9pp | 75.0%-20.0pp | 70.8%-15.9pp |
| Annual return | 26.71% | 15.57%+11.1pp | 1011.54%-984.8pp | 17.84%+8.9pp |
| Employer contribution / active EE | $2,833 | $2,255+25.6% | $2,990-5.3% | $2,790+1.5% |
| Participant deferral / active EE | $2,168 | $3,069-29.4% | $3,911-44.6% | $4,249-49.0% |
| Admin fee / account holder | $15,023 | $4,334+246.7% | $5,894+154.9% | $8,951+67.8% |