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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 | $70,378 | $48,570+44.9% | $130,660-46.1% | $72,976-3.6% |
| Participation rate | 53.1% | 58.6%-5.4pp | 71.7%-18.6pp | 69.5%-16.4pp |
| Annual return | 27.99% | 38.63%-10.6pp | 1709.29%-1681.3pp | 81.02%-53.0pp |
| Employer contribution / active EE | $1,432 | $1,334+7.4% | $4,092-65.0% | $2,440-41.3% |
| Participant deferral / active EE | $3,984 | $2,384+67.1% | $3,603+10.6% | $3,608+10.4% |
| Admin fee / account holder | $1,130 | $3,549-68.2% | $5,463-79.3% | $5,124-78.0% |