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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 | $69,872 | $74,661-6.4% | $160,784-56.5% | $67,986+2.8% |
| Participation rate | 41.2% | 57.1%-15.9pp | 77.0%-35.7pp | 57.2%-16.0pp |
| Annual return | 19.57% | 28.83%-9.3pp | 1803.92%-1784.3pp | 31.67%-12.1pp |
| Employer contribution / active EE | $1,110 | $1,829-39.3% | $3,733-70.3% | $2,019-45.0% |
| Participant deferral / active EE | $2,566 | $3,681-30.3% | $6,293-59.2% | $3,358-23.6% |
| Admin fee / account holder | $7,457 | $3,959+88.4% | $9,717-23.3% | $3,203+132.8% |