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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 | $53,063-2.2% | $124,206-58.2% | $82,637-37.2% |
| Participation rate | 55.6% | 58.4%-2.9pp | 69.6%-14.0pp | 68.1%-12.5pp |
| Annual return | 17.21% | 68.87%-51.7pp | 515.27%-498.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,862 | $1,530+21.6% | $3,540-47.4% | $2,552-27.1% |
| Participant deferral / active EE | $3,728 | $2,644+41.0% | $3,968-6.0% | $4,126-9.7% |
| Admin fee / account holder | $2,863 | $4,281-33.1% | $5,929-51.7% | $7,339-61.0% |