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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 | $73,403 | $85,766-14.4% | $136,297-46.1% | $70,124+4.7% |
| Participation rate | 60.9% | 74.2%-13.3pp | 81.9%-21.1pp | 69.5%-8.7pp |
| Annual return | 21.84% | 31.45%-9.6pp | 5156.19%-5134.4pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,618 | $2,966-45.4% | $4,696-65.5% | $2,342-30.9% |
| Participant deferral / active EE | $3,211 | $5,051-36.4% | $6,247-48.6% | $3,332-3.6% |
| Admin fee / account holder | $856 | $5,420-84.2% | $9,244-90.7% | $4,645-81.6% |