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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 | $94,144 | $88,137+6.8% | $164,975-42.9% | $74,429+26.5% |
| Participation rate | 36.0% | 73.1%-37.2pp | 78.6%-42.7pp | 67.2%-31.3pp |
| Annual return | 13.19% | 17.13%-3.9pp | 70.12%-56.9pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $1,435 | $2,597-44.7% | $4,343-66.9% | $2,625-45.3% |
| Participant deferral / active EE | $3,009 | $4,501-33.1% | $6,033-50.1% | $4,348-30.8% |
| Admin fee / account holder | $4,831 | $2,231+116.5% | $12,688-61.9% | $1,944+148.5% |