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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 | $50,307 | $49,897+0.8% | $80,648-37.6% | $75,177-33.1% |
| Participation rate | 55.2% | 55.3%-0.2pp | 67.0%-11.8pp | 67.2%-12.0pp |
| Annual return | 16.43% | 34.68%-18.2pp | 937.21%-920.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $848 | $1,699-50.1% | $2,724-68.9% | $2,671-68.3% |
| Participant deferral / active EE | $2,295 | $2,992-23.3% | $4,443-48.4% | $4,126-44.4% |
| Admin fee / account holder | $2,436 | $3,579-31.9% | $5,382-54.7% | $5,651-56.9% |