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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 | $74,392 | $85,766-13.3% | $136,298-45.4% | $70,126+6.1% |
| Participation rate | 69.8% | 74.2%-4.4pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 17.07% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $543 | $2,966-81.7% | $4,696-88.4% | $2,343-76.8% |
| Participant deferral / active EE | $5,732 | $5,051+13.5% | $6,247-8.3% | $3,332+72.0% |
| Admin fee / account holder | $1,664 | $5,421-69.3% | $9,244-82.0% | $4,645-64.2% |