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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 | $93,088 | $105,284-11.6% | $150,734-38.2% | $94,015-1.0% |
| Participation rate | 44.6% | 71.7%-27.1pp | 78.4%-33.8pp | 70.8%-26.2pp |
| Annual return | 22.58% | 15.67%+6.9pp | 600.81%-578.2pp | 17.84%+4.7pp |
| Employer contribution / active EE | $1,314 | $3,599-63.5% | $4,918-73.3% | $2,790-52.9% |
| Participant deferral / active EE | $3,415 | $4,274-20.1% | $5,610-39.1% | $4,249-19.6% |
| Admin fee / account holder | $1,286 | $9,839-86.9% | $14,905-91.4% | $8,951-85.6% |