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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 | $83,617 | $78,707+6.2% | $117,861-29.1% | $70,126+19.2% |
| Participation rate | 46.2% | 73.2%-27.0pp | 79.7%-33.5pp | 69.5%-23.4pp |
| Annual return | 18.75% | 23.30%-4.5pp | 335.11%-316.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,145 | $2,223-48.5% | $3,786-69.8% | $2,343-51.1% |
| Participant deferral / active EE | $3,235 | $3,297-1.9% | $4,482-27.8% | $3,332-2.9% |
| Admin fee / account holder | $2,985 | $5,066-41.1% | $8,021-62.8% | $4,645-35.7% |