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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 | $83,336 | $85,766-2.8% | $136,297-38.9% | $70,131+18.8% |
| Participation rate | 42.2% | 74.2%-31.9pp | 81.9%-39.7pp | 69.5%-27.3pp |
| Annual return | 14.86% | 31.45%-16.6pp | 5156.16%-5141.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,066 | $2,966-64.1% | $4,696-77.3% | $2,342-54.5% |
| Participant deferral / active EE | $3,058 | $5,051-39.5% | $6,247-51.1% | $3,332-8.2% |
| Admin fee / account holder | $2,756 | $5,420-49.2% | $9,244-70.2% | $4,645-40.7% |