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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 | $83,650 | $58,241+43.6% | $81,780+2.3% | $80,911+3.4% |
| Participation rate | 26.7% | 63.4%-36.8pp | 72.4%-45.7pp | 67.6%-41.0pp |
| Annual return | 13.03% | 41.73%-28.7pp | 776.27%-763.2pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,138 | $2,343-51.5% | $2,914-61.0% | $2,756-58.7% |
| Participant deferral / active EE | $2,554 | $3,283-22.2% | $4,321-40.9% | $4,297-40.6% |
| Admin fee / account holder | $6,877 | $4,973+38.3% | $7,384-6.9% | $6,935-0.8% |