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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 | $95,800 | $49,896+92.0% | $80,627+18.8% | $75,173+27.4% |
| Participation rate | 55.6% | 55.3%+0.2pp | 67.0%-11.5pp | 67.2%-11.6pp |
| Annual return | 19.45% | 34.67%-15.2pp | 936.76%-917.3pp | 160.72%-141.3pp |
| Employer contribution / active EE | $786 | $1,699-53.7% | $2,723-71.1% | $2,671-70.6% |
| Participant deferral / active EE | $3,593 | $2,992+20.1% | $4,443-19.1% | $4,126-12.9% |
| Admin fee / account holder | $1,600 | $3,578-55.3% | $5,381-70.3% | $5,651-71.7% |