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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 | $80,853 | $65,961+22.6% | $180,320-55.2% | $94,015-14.0% |
| Participation rate | 45.8% | 61.3%-15.5pp | 71.5%-25.8pp | 70.8%-25.1pp |
| Annual return | 15.15% | 14.27%+0.9pp | 778.54%-763.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $636 | $1,737-63.4% | $4,108-84.5% | $2,790-77.2% |
| Participant deferral / active EE | $1,813 | $3,003-39.6% | $4,304-57.9% | $4,249-57.3% |
| Admin fee / account holder | $1,005 | $4,901-79.5% | $10,000-90.0% | $8,951-88.8% |