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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 | $78,436 | $85,766-8.5% | $136,298-42.5% | $70,126+11.9% |
| Participation rate | 58.6% | 74.2%-15.5pp | 81.9%-23.3pp | 69.5%-10.9pp |
| Annual return | 17.42% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,783 | $2,966-39.9% | $4,696-62.0% | $2,343-23.9% |
| Participant deferral / active EE | $3,758 | $5,051-25.6% | $6,247-39.9% | $3,332+12.8% |
| Admin fee / account holder | $1,974 | $5,421-63.6% | $9,244-78.6% | $4,645-57.5% |