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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 | $49,627 | $49,199+0.9% | $121,210-59.1% | $75,177-34.0% |
| Participation rate | 56.6% | 55.4%+1.2pp | 69.5%-12.9pp | 67.2%-10.6pp |
| Annual return | 15.01% | 56.04%-41.0pp | 987.41%-972.4pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,730 | $1,547+11.8% | $4,171-58.5% | $2,671-35.2% |
| Participant deferral / active EE | $3,808 | $2,630+44.8% | $4,084-6.8% | $4,126-7.7% |
| Admin fee / account holder | $8,665 | $3,946+119.6% | $5,647+53.4% | $5,651+53.3% |