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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 | $89,999 | $58,311+54.3% | $81,882+9.9% | $80,959+11.2% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 15.77% | 41.85%-26.1pp | 779.47%-763.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,307 | $2,347-1.7% | $2,916-20.9% | $2,757-16.3% |
| Participant deferral / active EE | $5,006 | $3,287+52.3% | $4,323+15.8% | $4,300+16.4% |
| Admin fee / account holder | $3,510 | $4,752-26.1% | $7,360-52.3% | $6,925-49.3% |