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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 | $73,928 | $85,766-13.8% | $136,298-45.8% | $70,126+5.4% |
| Participation rate | 51.6% | 74.2%-22.5pp | 81.9%-30.3pp | 69.5%-17.9pp |
| Annual return | 15.74% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,689 | $2,966-43.1% | $4,696-64.0% | $2,343-27.9% |
| Participant deferral / active EE | $4,400 | $5,051-12.9% | $6,247-29.6% | $3,332+32.1% |
| Admin fee / account holder | $717 | $5,421-86.8% | $9,244-92.2% | $4,645-84.6% |