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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 | $79,873 | $85,171-6.2% | $172,752-53.8% | $72,975+9.5% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.6%-15.1pp | 69.5%-1.9pp |
| Annual return | 25.90% | 27.32%-1.4pp | 802.97%-777.1pp | 81.01%-55.1pp |
| Employer contribution / active EE | $1,434 | $3,324-56.9% | $5,144-72.1% | $2,440-41.2% |
| Participant deferral / active EE | $2,998 | $3,260-8.0% | $5,198-42.3% | $3,608-16.9% |
| Admin fee / account holder | $764 | $5,880-87.0% | $13,955-94.5% | $5,124-85.1% |