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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 | $75,691 | $56,431+34.1% | $130,788-42.1% | $87,485-13.5% |
| Participation rate | 55.3% | 58.9%-3.7pp | 70.1%-14.8pp | 68.9%-13.7pp |
| Annual return | 18.40% | 91.27%-72.9pp | 386.44%-368.0pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,938 | $1,549+25.1% | $3,558-45.5% | $2,596-25.4% |
| Participant deferral / active EE | $5,355 | $2,749+94.8% | $4,137+29.4% | $4,274+25.3% |
| Admin fee / account holder | $826 | $4,433-81.4% | $6,673-87.6% | $7,775-89.4% |