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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 | $84,338 | $85,171-1.0% | $172,752-51.2% | $72,975+15.6% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.6%-13.7pp | 69.5%-0.5pp |
| Annual return | 24.05% | 27.32%-3.3pp | 802.97%-778.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $2,170 | $3,324-34.7% | $5,144-57.8% | $2,440-11.1% |
| Participant deferral / active EE | $4,478 | $3,260+37.4% | $5,198-13.8% | $3,608+24.1% |
| Admin fee / account holder | $1,429 | $5,880-75.7% | $13,955-89.8% | $5,124-72.1% |