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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 | $32,325 | $85,766-62.3% | $136,298-76.3% | $70,126-53.9% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 22.56% | 31.46%-8.9pp | 5156.27%-5133.7pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,907 | $2,966-35.7% | $4,696-59.4% | $2,343-18.6% |
| Participant deferral / active EE | $5,984 | $5,051+18.5% | $6,247-4.2% | $3,332+79.6% |
| Admin fee / account holder | $862 | $5,421-84.1% | $9,244-90.7% | $4,645-81.4% |