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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 | $50,554+0.4% | $67,681-25.0% | $87,485-42.0% |
| Participation rate | 54.9% | 67.7%-12.8pp | 73.7%-18.8pp | 68.9%-14.0pp |
| Annual return | 26.71% | 17.81%+8.9pp | 590.58%-563.9pp | 26.06%+0.7pp |
| Employer contribution / active EE | $2,833 | $1,988+42.5% | $2,678+5.8% | $2,596+9.1% |
| Participant deferral / active EE | $2,168 | $2,961-26.8% | $3,976-45.5% | $4,274-49.3% |
| Admin fee / account holder | $15,023 | $4,132+263.5% | $6,100+146.3% | $7,775+93.2% |