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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 | $81,116 | $85,171-4.8% | $172,753-53.0% | $72,976+11.2% |
| Participation rate | 62.4% | 70.1%-7.7pp | 82.6%-20.3pp | 69.5%-7.1pp |
| Annual return | 19.53% | 27.32%-7.8pp | 803.00%-783.5pp | 81.02%-61.5pp |
| Employer contribution / active EE | $1,619 | $3,324-51.3% | $5,144-68.5% | $2,440-33.6% |
| Participant deferral / active EE | $3,400 | $3,260+4.3% | $5,198-34.6% | $3,608-5.7% |
| Admin fee / account holder | $7,000 | $5,880+19.0% | $13,956-49.8% | $5,124+36.6% |