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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 | $81,774 | $80,753+1.3% | $136,298-40.0% | $62,293+31.3% |
| Participation rate | 54.0% | 73.5%-19.6pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 16.96% | 35.83%-18.9pp | 5156.27%-5139.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,247 | $2,884-56.8% | $4,696-73.4% | $2,042-38.9% |
| Participant deferral / active EE | $4,588 | $5,164-11.1% | $6,247-26.6% | $3,169+44.8% |
| Admin fee / account holder | $5,086 | $525+868.0% | $9,244-45.0% | $479+961.0% |