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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 | $44,928 | $49,896-10.0% | $80,627-44.3% | $75,173-40.2% |
| Participation rate | 43.3% | 55.3%-12.0pp | 67.0%-23.7pp | 67.2%-23.9pp |
| Annual return | 45.68% | 34.67%+11.0pp | 936.76%-891.1pp | 160.72%-115.0pp |
| Employer contribution / active EE | $2,778 | $1,699+63.5% | $2,723+2.0% | $2,671+4.0% |
| Participant deferral / active EE | $4,631 | $2,992+54.8% | $4,443+4.2% | $4,126+12.2% |
| Admin fee / account holder | $652 | $3,578-81.8% | $5,381-87.9% | $5,651-88.5% |