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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 | $109,499 | $85,171+28.6% | $172,752-36.6% | $72,975+50.0% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.6%-21.4pp | 69.5%-8.2pp |
| Annual return | 16.51% | 27.32%-10.8pp | 802.97%-786.5pp | 81.01%-64.5pp |
| Employer contribution / active EE | $2,056 | $3,324-38.1% | $5,144-60.0% | $2,440-15.7% |
| Participant deferral / active EE | $3,019 | $3,260-7.4% | $5,198-41.9% | $3,608-16.3% |
| Admin fee / account holder | $2,988 | $5,880-49.2% | $13,955-78.6% | $5,124-41.7% |