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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 | $82,737 | $85,171-2.9% | $172,752-52.1% | $72,975+13.4% |
| Participation rate | 58.2% | 70.1%-11.9pp | 82.6%-24.5pp | 69.5%-11.3pp |
| Annual return | 23.87% | 27.32%-3.5pp | 802.97%-779.1pp | 81.01%-57.1pp |
| Employer contribution / active EE | $1,042 | $3,324-68.7% | $5,144-79.7% | $2,440-57.3% |
| Participant deferral / active EE | $2,072 | $3,260-36.4% | $5,198-60.1% | $3,608-42.6% |
| Admin fee / account holder | $3,974 | $5,880-32.4% | $13,955-71.5% | $5,124-22.4% |