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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 | $65,112 | $85,766-24.1% | $136,298-52.2% | $70,126-7.1% |
| Participation rate | 63.9% | 74.2%-10.2pp | 81.9%-18.0pp | 69.5%-5.6pp |
| Annual return | 16.51% | 31.46%-14.9pp | 5156.27%-5139.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $653 | $2,966-78.0% | $4,696-86.1% | $2,343-72.1% |
| Participant deferral / active EE | $3,880 | $5,051-23.2% | $6,247-37.9% | $3,332+16.4% |
| Admin fee / account holder | $692 | $5,421-87.2% | $9,244-92.5% | $4,645-85.1% |