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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 | $102,796 | $85,171+20.7% | $172,753-40.5% | $72,976+40.9% |
| Participation rate | 51.6% | 70.1%-18.4pp | 82.6%-31.0pp | 69.5%-17.9pp |
| Annual return | 18.15% | 27.32%-9.2pp | 803.00%-784.9pp | 81.02%-62.9pp |
| Employer contribution / active EE | $575 | $3,324-82.7% | $5,144-88.8% | $2,440-76.4% |
| Participant deferral / active EE | $3,467 | $3,260+6.4% | $5,198-33.3% | $3,608-3.9% |
| Admin fee / account holder | $13,550 | $5,880+130.4% | $13,956-2.9% | $5,124+164.4% |