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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 | $52,787 | $58,714-10.1% | $142,874-63.1% | $85,856-38.5% |
| Participation rate | 65.5% | 58.5%+7.0pp | 72.0%-6.4pp | 69.3%-3.8pp |
| Annual return | 15.23% | 27.73%-12.5pp | 5638.58%-5623.4pp | 318.58%-303.4pp |
| Employer contribution / active EE | $1,117 | $1,423-21.5% | $4,145-73.1% | $2,565-56.5% |
| Participant deferral / active EE | $1,763 | $2,608-32.4% | $3,838-54.1% | $3,952-55.4% |
| Admin fee / account holder | $8,614 | $4,241+103.1% | $6,561+31.3% | $6,261+37.6% |