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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 | $84,802 | $69,248+22.5% | $64,101+32.3% | $139,466-39.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.35% | 45.95%-24.6pp | 33.72%-12.4pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,229 | $3,185-61.4% | $2,749-55.3% | $4,754-74.1% |
| Participant deferral / active EE | $10,078 | $4,682+115.2% | $3,881+159.7% | $6,712+50.1% |
| Admin fee / account holder | $516 | $4,247-87.9% | $3,070-83.2% | $11,409-95.5% |