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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 | $83,898 | $85,766-2.2% | $136,298-38.4% | $70,126+19.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 17.79% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,788 | $2,966-39.7% | $4,696-61.9% | $2,343-23.7% |
| Participant deferral / active EE | $4,258 | $5,051-15.7% | $6,247-31.8% | $3,332+27.8% |
| Admin fee / account holder | $5,882 | $5,421+8.5% | $9,244-36.4% | $4,645+26.6% |