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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 | $63,512 | $85,171-25.4% | $172,752-63.2% | $72,975-13.0% |
| Participation rate | 69.6% | 70.1%-0.4pp | 82.6%-13.0pp | 69.5%+0.2pp |
| Annual return | 18.73% | 27.32%-8.6pp | 802.97%-784.2pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,369 | $3,324-58.8% | $5,144-73.4% | $2,440-43.9% |
| Participant deferral / active EE | $3,527 | $3,260+8.2% | $5,198-32.1% | $3,608-2.2% |
| Admin fee / account holder | $4,503 | $5,880-23.4% | $13,955-67.7% | $5,124-12.1% |