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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 | $79,980 | $85,766-6.7% | $136,298-41.3% | $70,126+14.1% |
| Participation rate | 68.7% | 74.2%-5.5pp | 81.9%-13.2pp | 69.5%-0.9pp |
| Annual return | 23.52% | 31.46%-7.9pp | 5156.27%-5132.7pp | 73.15%-49.6pp |
| Employer contribution / active EE | $2,797 | $2,966-5.7% | $4,696-40.4% | $2,343+19.4% |
| Participant deferral / active EE | $6,511 | $5,051+28.9% | $6,247+4.2% | $3,332+95.4% |
| Admin fee / account holder | $2,289 | $5,421-57.8% | $9,244-75.2% | $4,645-50.7% |