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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 | $79,937 | $58,714+36.1% | $142,874-44.1% | $85,856-6.9% |
| Participation rate | 43.2% | 58.5%-15.3pp | 72.0%-28.7pp | 69.3%-26.1pp |
| Annual return | 13.69% | 27.73%-14.0pp | 5638.58%-5624.9pp | 318.58%-304.9pp |
| Employer contribution / active EE | $1,105 | $1,423-22.3% | $4,145-73.3% | $2,565-56.9% |
| Participant deferral / active EE | $2,349 | $2,608-9.9% | $3,838-38.8% | $3,952-40.6% |
| Admin fee / account holder | $7,188 | $4,241+69.5% | $6,561+9.6% | $6,261+14.8% |