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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 | $49,236 | $48,570+1.4% | $130,660-62.3% | $72,976-32.5% |
| Participation rate | 69.0% | 58.6%+10.5pp | 71.7%-2.7pp | 69.5%-0.4pp |
| Annual return | 21.62% | 38.63%-17.0pp | 1709.29%-1687.7pp | 81.02%-59.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,834 | $2,384+60.8% | $3,603+6.4% | $3,608+6.3% |
| Admin fee / account holder | $343 | $3,549-90.3% | $5,463-93.7% | $5,124-93.3% |