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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 | $95,030 | $85,766+10.8% | $136,298-30.3% | $70,126+35.5% |
| Participation rate | 67.3% | 74.2%-6.8pp | 81.9%-14.6pp | 69.5%-2.2pp |
| Annual return | 14.29% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,165 | $2,966-60.7% | $4,696-75.2% | $2,343-50.3% |
| Participant deferral / active EE | $4,467 | $5,051-11.6% | $6,247-28.5% | $3,332+34.1% |
| Admin fee / account holder | $2,079 | $5,421-61.6% | $9,244-77.5% | $4,645-55.2% |