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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 | $105,225 | $85,169+23.5% | $172,755-39.1% | $72,983+44.2% |
| Participation rate | 55.2% | 70.1%-14.9pp | 82.6%-27.5pp | 69.5%-14.3pp |
| Annual return | 20.10% | 27.32%-7.2pp | 802.94%-782.8pp | 81.01%-60.9pp |
| Employer contribution / active EE | $1,368 | $3,324-58.8% | $5,144-73.4% | $2,440-43.9% |
| Participant deferral / active EE | $2,296 | $3,260-29.6% | $5,198-55.8% | $3,608-36.3% |
| Admin fee / account holder | $549 | $5,880-90.7% | $13,955-96.1% | $5,124-89.3% |