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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 | $49,356 | $48,432+1.9% | $121,204-59.3% | $71,511-31.0% |
| Participation rate | 61.2% | 54.3%+6.8pp | 69.5%-8.4pp | 67.9%-6.8pp |
| Annual return | 28.27% | 23.28%+5.0pp | 987.18%-958.9pp | 28.86%-0.6pp |
| Employer contribution / active EE | $2,029 | $1,493+35.9% | $4,170-51.3% | $2,589-21.6% |
| Participant deferral / active EE | $1,804 | $2,756-34.5% | $4,083-55.8% | $4,291-57.9% |
| Admin fee / account holder | $6,584 | $1,845+256.9% | $5,651+16.5% | $1,588+314.5% |