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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 | $82,266 | $85,171-3.4% | $172,753-52.4% | $72,976+12.7% |
| Participation rate | 55.8% | 70.1%-14.2pp | 82.6%-26.8pp | 69.5%-13.7pp |
| Annual return | 22.75% | 27.32%-4.6pp | 803.00%-780.3pp | 81.02%-58.3pp |
| Employer contribution / active EE | $2,073 | $3,324-37.6% | $5,144-59.7% | $2,440-15.0% |
| Participant deferral / active EE | $3,305 | $3,260+1.4% | $5,198-36.4% | $3,608-8.4% |
| Admin fee / account holder | $2,692 | $5,880-54.2% | $13,956-80.7% | $5,124-47.5% |