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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 | $76,141 | $89,370-14.8% | $141,197-46.1% | $72,976+4.3% |
| Participation rate | 56.9% | 75.1%-18.2pp | 82.5%-25.5pp | 69.5%-12.5pp |
| Annual return | 37.31% | 111.88%-74.6pp | 71.41%-34.1pp | 81.02%-43.7pp |
| Employer contribution / active EE | $1,405 | $3,115-54.9% | $4,736-70.3% | $2,440-42.4% |
| Participant deferral / active EE | $5,735 | $5,419+5.8% | $6,710-14.5% | $3,608+59.0% |
| Admin fee / account holder | $2,994 | $5,957-49.7% | $10,265-70.8% | $5,124-41.6% |