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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 | $79,962 | $85,171-6.1% | $172,753-53.7% | $72,976+9.6% |
| Participation rate | 48.1% | 70.1%-21.9pp | 82.6%-34.5pp | 69.5%-21.3pp |
| Annual return | 25.71% | 27.32%-1.6pp | 803.00%-777.3pp | 81.02%-55.3pp |
| Employer contribution / active EE | $767 | $3,324-76.9% | $5,144-85.1% | $2,440-68.6% |
| Participant deferral / active EE | $2,581 | $3,260-20.8% | $5,198-50.3% | $3,608-28.5% |
| Admin fee / account holder | $2,351 | $5,880-60.0% | $13,956-83.2% | $5,124-54.1% |