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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 | $82,349 | $99,652-17.4% | $78,778+4.5% | $147,586-44.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 10.24% | 47.28%-37.0pp | 35.62%-25.4pp | 578.59%-568.4pp |
| Employer contribution / active EE | $1,168 | $2,796-58.2% | $1,986-41.2% | $4,876-76.1% |
| Participant deferral / active EE | $3,859 | $3,664+5.3% | $2,958+30.4% | $5,439-29.1% |
| Admin fee / account holder | $917 | $7,155-87.2% | $5,134-82.1% | $10,886-91.6% |