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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 | $164,097 | $85,169+92.7% | $172,755-5.0% | $72,983+124.8% |
| Participation rate | 64.0% | 70.1%-6.1pp | 82.6%-18.6pp | 69.5%-5.5pp |
| Annual return | 19.86% | 27.32%-7.5pp | 802.94%-783.1pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,701 | $3,324-48.8% | $5,144-66.9% | $2,440-30.3% |
| Participant deferral / active EE | $3,325 | $3,260+2.0% | $5,198-36.0% | $3,608-7.8% |
| Admin fee / account holder | $1,505 | $5,880-74.4% | $13,955-89.2% | $5,124-70.6% |