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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 | $77,712 | $78,707-1.3% | $117,861-34.1% | $70,126+10.8% |
| Participation rate | 48.3% | 73.2%-24.9pp | 79.7%-31.4pp | 69.5%-21.3pp |
| Annual return | 16.51% | 23.30%-6.8pp | 335.11%-318.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,752 | $2,223-21.2% | $3,786-53.7% | $2,343-25.2% |
| Participant deferral / active EE | $3,152 | $3,297-4.4% | $4,482-29.7% | $3,332-5.4% |
| Admin fee / account holder | $10,876 | $5,066+114.7% | $8,021+35.6% | $4,645+134.1% |