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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 | $80,272 | $85,766-6.4% | $136,298-41.1% | $70,126+14.5% |
| Participation rate | 46.3% | 74.2%-27.9pp | 81.9%-35.7pp | 69.5%-23.3pp |
| Annual return | 17.55% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,360 | $2,966-54.1% | $4,696-71.0% | $2,343-41.9% |
| Participant deferral / active EE | $3,301 | $5,051-34.6% | $6,247-47.2% | $3,332-0.9% |
| Admin fee / account holder | $5,959 | $5,421+9.9% | $9,244-35.5% | $4,645+28.3% |