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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 | $47,475 | $105,284-54.9% | $150,734-68.5% | $94,015-49.5% |
| Participation rate | 56.0% | 71.7%-15.7pp | 78.4%-22.4pp | 70.8%-14.8pp |
| Annual return | 22.20% | 15.67%+6.5pp | 600.81%-578.6pp | 17.84%+4.4pp |
| Employer contribution / active EE | $3,702 | $3,599+2.9% | $4,918-24.7% | $2,790+32.7% |
| Participant deferral / active EE | $5,983 | $4,274+40.0% | $5,610+6.7% | $4,249+40.8% |
| Admin fee / account holder | $4,157 | $9,839-57.7% | $14,905-72.1% | $8,951-53.6% |