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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 | $44,454 | $53,063-16.2% | $124,206-64.2% | $82,637-46.2% |
| Participation rate | 61.3% | 58.4%+2.9pp | 69.6%-8.3pp | 68.1%-6.8pp |
| Annual return | 17.89% | 68.87%-51.0pp | 515.27%-497.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2,520 | $1,530+64.7% | $3,540-28.8% | $2,552-1.2% |
| Participant deferral / active EE | $5,505 | $2,644+108.2% | $3,968+38.7% | $4,126+33.4% |
| Admin fee / account holder | $8,239 | $4,281+92.5% | $5,929+39.0% | $7,339+12.3% |