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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 | $77,860 | $85,766-9.2% | $136,298-42.9% | $70,126+11.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 14.29% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,336 | $2,966-54.9% | $4,696-71.5% | $2,343-43.0% |
| Participant deferral / active EE | $2,826 | $5,051-44.1% | $6,247-54.8% | $3,332-15.2% |
| Admin fee / account holder | $1,178 | $5,421-78.3% | $9,244-87.3% | $4,645-74.6% |