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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 | $78,698 | $65,961+19.3% | $180,320-56.4% | $94,015-16.3% |
| Participation rate | 50.0% | 61.3%-11.3pp | 71.5%-21.5pp | 70.8%-20.8pp |
| Annual return | 15.02% | 14.27%+0.8pp | 778.54%-763.5pp | 17.84%-2.8pp |
| Employer contribution / active EE | $574 | $1,737-67.0% | $4,108-86.0% | $2,790-79.4% |
| Participant deferral / active EE | $2,000 | $3,003-33.4% | $4,304-53.5% | $4,249-52.9% |
| Admin fee / account holder | $1,233 | $4,901-74.8% | $10,000-87.7% | $8,951-86.2% |