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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 | $79,514 | $58,311+36.4% | $81,882-2.9% | $80,959-1.8% |
| Participation rate | 55.9% | 63.5%-7.6pp | 72.4%-16.5pp | 67.7%-11.8pp |
| Annual return | 12.54% | 41.85%-29.3pp | 779.47%-766.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,068 | $2,347-54.5% | $2,916-63.4% | $2,757-61.2% |
| Participant deferral / active EE | $2,525 | $3,287-23.2% | $4,323-41.6% | $4,300-41.3% |
| Admin fee / account holder | $4,907 | $4,752+3.3% | $7,360-33.3% | $6,925-29.1% |