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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 | $50,189 | $48,570+3.3% | $130,660-61.6% | $72,975-31.2% |
| Participation rate | 56.7% | 58.6%-1.9pp | 71.7%-15.0pp | 69.5%-12.8pp |
| Annual return | 19.95% | 38.63%-18.7pp | 1709.29%-1689.3pp | 81.01%-61.1pp |
| Employer contribution / active EE | $451 | $1,334-66.2% | $4,092-89.0% | $2,440-81.5% |
| Participant deferral / active EE | $2,490 | $2,384+4.5% | $3,603-30.9% | $3,608-31.0% |
| Admin fee / account holder | $1,380 | $3,549-61.1% | $5,463-74.7% | $5,124-73.1% |