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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 | $58,306 | $59,006-1.2% | $97,197-40.0% | $74,429-21.7% |
| Participation rate | 51.3% | 63.7%-12.4pp | 72.7%-21.4pp | 67.2%-15.9pp |
| Annual return | 18.62% | 16.04%+2.6pp | 75.47%-56.8pp | 1368.38%-1349.8pp |
| Employer contribution / active EE | $813 | $1,894-57.1% | $2,723-70.1% | $2,625-69.0% |
| Participant deferral / active EE | $5,730 | $3,671+56.1% | $4,263+34.4% | $4,348+31.8% |
| Admin fee / account holder | $3,796 | $1,974+92.3% | $5,637-32.7% | $1,944+95.2% |