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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 | $70,968 | $85,171-16.7% | $172,752-58.9% | $72,975-2.8% |
| Participation rate | 31.4% | 70.1%-38.6pp | 82.6%-51.2pp | 69.5%-38.1pp |
| Annual return | 32.11% | 27.32%+4.8pp | 802.97%-770.9pp | 81.01%-48.9pp |
| Employer contribution / active EE | $1,176 | $3,324-64.6% | $5,144-77.1% | $2,440-51.8% |
| Participant deferral / active EE | $3,045 | $3,260-6.6% | $5,198-41.4% | $3,608-15.6% |
| Admin fee / account holder | $1,004 | $5,880-82.9% | $13,955-92.8% | $5,124-80.4% |