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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 | $75,297 | $52,450+43.6% | $129,397-41.8% | $74,429+1.2% |
| Participation rate | 48.8% | 53.8%-5.1pp | 69.6%-20.8pp | 67.2%-18.4pp |
| Annual return | 14.61% | 15.65%-1.0pp | 9453.98%-9439.4pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $1,064 | $1,532-30.6% | $4,154-74.4% | $2,625-59.5% |
| Participant deferral / active EE | $2,012 | $2,797-28.1% | $4,167-51.7% | $4,348-53.7% |
| Admin fee / account holder | $3,788 | $2,636+43.7% | $7,679-50.7% | $1,944+94.8% |