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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 | $82,970 | $85,766-3.3% | $136,298-39.1% | $70,126+18.3% |
| Participation rate | 69.4% | 74.2%-4.8pp | 81.9%-12.5pp | 69.5%-0.2pp |
| Annual return | 16.51% | 31.46%-14.9pp | 5156.27%-5139.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,742 | $2,966-41.3% | $4,696-62.9% | $2,343-25.7% |
| Participant deferral / active EE | $9,041 | $5,051+79.0% | $6,247+44.7% | $3,332+171.3% |
| Admin fee / account holder | $1,341 | $5,421-75.3% | $9,244-85.5% | $4,645-71.1% |