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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 | $66,103 | $58,275+13.4% | $81,844-19.2% | $80,935-18.3% |
| Participation rate | 46.9% | 63.5%-16.6pp | 72.4%-25.5pp | 67.7%-20.8pp |
| Annual return | 11.23% | 41.82%-30.6pp | 778.87%-767.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,199 | $2,346-48.9% | $2,916-58.9% | $2,757-56.5% |
| Participant deferral / active EE | $2,313 | $3,285-29.6% | $4,323-46.5% | $4,299-46.2% |
| Admin fee / account holder | $1,290 | $4,749-72.8% | $7,355-82.5% | $6,924-81.4% |