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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 | $44,132 | $48,053-8.2% | $84,637-47.9% | $72,976-39.5% |
| Participation rate | 48.7% | 57.6%-8.9pp | 68.2%-19.6pp | 69.5%-20.8pp |
| Annual return | 24.92% | 37.39%-12.5pp | 258.82%-233.9pp | 81.02%-56.1pp |
| Employer contribution / active EE | $2,395 | $1,602+49.5% | $2,653-9.7% | $2,440-1.8% |
| Participant deferral / active EE | $4,867 | $2,681+81.6% | $3,900+24.8% | $3,608+34.9% |
| Admin fee / account holder | $540 | $3,395-84.1% | $4,914-89.0% | $5,124-89.5% |