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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 | $50,139 | $49,976+0.3% | $66,674-24.8% | $82,637-39.3% |
| Participation rate | 62.7% | 63.1%-0.4pp | 73.7%-11.0pp | 68.1%-5.4pp |
| Annual return | 26.10% | 39.09%-13.0pp | 321.24%-295.1pp | 53.51%-27.4pp |
| Employer contribution / active EE | $3,074 | $1,988+54.6% | $2,620+17.3% | $2,552+20.5% |
| Participant deferral / active EE | $7,061 | $2,847+148.1% | $4,084+72.9% | $4,126+71.1% |
| Admin fee / account holder | $3,841 | $4,594-16.4% | $5,098-24.7% | $7,339-47.7% |