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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 | $91,262 | $98,766-7.6% | $149,730-39.0% | $79,852+14.3% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.5%-23.1pp | 69.6%-10.3pp |
| Annual return | 17.51% | 27.43%-9.9pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $2,518 | $3,217-21.7% | $4,645-45.8% | $2,471+1.9% |
| Participant deferral / active EE | $6,106 | $5,681+7.5% | $6,843-10.8% | $3,740+63.2% |
| Admin fee / account holder | $7,572 | $6,052+25.1% | $9,310-18.7% | $5,306+42.7% |