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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 | $91,820 | $101,653-9.7% | $147,080-37.6% | $74,459+23.3% |
| Participation rate | 39.2% | 75.6%-36.4pp | 82.2%-43.0pp | 67.2%-28.0pp |
| Annual return | 15.85% | 8754.98%-8739.1pp | 420.17%-404.3pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $1,632 | $3,813-57.2% | $4,933-66.9% | $2,626-37.9% |
| Participant deferral / active EE | $3,392 | $7,304-53.6% | $8,066-57.9% | $4,350-22.0% |
| Admin fee / account holder | $3,410 | $1,752+94.7% | $12,989-73.7% | $1,945+75.4% |