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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 | $51,908 | $52,353-0.8% | $120,225-56.8% | $82,448-37.0% |
| Participation rate | 55.6% | 58.3%-2.8pp | 69.6%-14.0pp | 68.1%-12.5pp |
| Annual return | 17.21% | 61.85%-44.6pp | 439.23%-422.0pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,862 | $1,510+23.3% | $3,475-46.4% | $2,551-27.0% |
| Participant deferral / active EE | $3,728 | $2,627+41.9% | $3,999-6.8% | $4,139-9.9% |
| Admin fee / account holder | $2,863 | $4,363-34.4% | $5,696-49.7% | $7,234-60.4% |