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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 | $52,537 | $61,815-15.0% | $97,295-46.0% | $80,959-35.1% |
| Participation rate | 52.9% | 63.5%-10.5pp | 72.7%-19.7pp | 67.7%-14.7pp |
| Annual return | 16.48% | -558.73%+575.2pp | 75.62%-59.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,586 | $1,836+40.8% | $2,723-5.0% | $2,757-6.2% |
| Participant deferral / active EE | $4,720 | $3,027+55.9% | $4,264+10.7% | $4,300+9.7% |
| Admin fee / account holder | $851 | $5,166-83.5% | $5,646-84.9% | $6,925-87.7% |