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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 | $75,635 | $85,766-11.8% | $136,297-44.5% | $70,124+7.9% |
| Participation rate | 28.0% | 74.2%-46.2pp | 81.9%-53.9pp | 69.5%-41.5pp |
| Annual return | 18.34% | 31.45%-13.1pp | 5156.19%-5137.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,634 | $2,966-44.9% | $4,696-65.2% | $2,342-30.2% |
| Participant deferral / active EE | $2,886 | $5,051-42.9% | $6,247-53.8% | $3,332-13.4% |
| Admin fee / account holder | $4,347 | $5,420-19.8% | $9,244-53.0% | $4,645-6.4% |