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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 | $48,011+5.7% | $63,803-20.5% | $82,637-38.6% |
| Participation rate | 54.9% | 66.6%-11.6pp | 72.7%-17.8pp | 68.1%-13.1pp |
| Annual return | 26.71% | 19.84%+6.9pp | 543.72%-517.0pp | 53.51%-26.8pp |
| Employer contribution / active EE | $2,833 | $1,904+48.8% | $2,532+11.9% | $2,552+11.0% |
| Participant deferral / active EE | $2,168 | $2,846-23.8% | $3,843-43.6% | $4,126-47.5% |
| Admin fee / account holder | $15,023 | $3,873+287.9% | $5,196+189.1% | $7,339+104.7% |