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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 | $58,241+36.5% | $81,780-2.8% | $80,911-1.7% |
| Participation rate | 55.9% | 63.4%-7.6pp | 72.4%-16.5pp | 67.6%-11.8pp |
| Annual return | 12.54% | 41.73%-29.2pp | 776.27%-763.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,068 | $2,343-54.4% | $2,914-63.3% | $2,756-61.2% |
| Participant deferral / active EE | $2,525 | $3,283-23.1% | $4,321-41.6% | $4,297-41.2% |
| Admin fee / account holder | $4,907 | $4,973-1.3% | $7,384-33.5% | $6,935-29.2% |