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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 | $73,000 | $96,731-24.5% | $123,973-41.1% | $86,983-16.1% |
| Participation rate | 53.8% | 70.0%-16.2pp | 76.7%-22.8pp | 69.5%-15.7pp |
| Annual return | 30.15% | 17.33%+12.8pp | 388.13%-358.0pp | 25.83%+4.3pp |
| Employer contribution / active EE | $1,976 | $3,297-40.1% | $4,126-52.1% | $2,584-23.5% |
| Participant deferral / active EE | $4,605 | $4,152+10.9% | $5,247-12.2% | $4,194+9.8% |
| Admin fee / account holder | $1,459 | $8,722-83.3% | $11,799-87.6% | $7,856-81.4% |