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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 | $90,928 | $85,171+6.8% | $172,753-47.4% | $72,976+24.6% |
| Participation rate | 50.9% | 70.1%-19.2pp | 82.6%-31.8pp | 69.5%-18.6pp |
| Annual return | 22.43% | 27.32%-4.9pp | 803.00%-780.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $2,025 | $3,324-39.1% | $5,144-60.6% | $2,440-17.0% |
| Participant deferral / active EE | $1,441 | $3,260-55.8% | $5,198-72.3% | $3,608-60.0% |
| Admin fee / account holder | $1,027 | $5,880-82.5% | $13,956-92.6% | $5,124-80.0% |