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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 | $56,387 | $49,891+13.0% | $80,607-30.0% | $75,181-25.0% |
| Participation rate | 51.9% | 55.3%-3.5pp | 67.0%-15.2pp | 67.2%-15.3pp |
| Annual return | 21.29% | 34.67%-13.4pp | 936.11%-914.8pp | 160.69%-139.4pp |
| Employer contribution / active EE | $1,824 | $1,698+7.4% | $2,724-33.0% | $2,671-31.7% |
| Participant deferral / active EE | $4,797 | $2,991+60.4% | $4,448+7.9% | $4,126+16.3% |
| Admin fee / account holder | $400 | $3,578-88.8% | $5,379-92.6% | $5,650-92.9% |