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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 | $108,399 | $102,382+5.9% | $147,005-26.3% | $80,874+34.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 13.75% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,722 | $3,715-53.7% | $4,934-65.1% | $2,756-37.5% |
| Participant deferral / active EE | $3,480 | $6,646-47.6% | $8,070-56.9% | $4,297-19.0% |
| Admin fee / account holder | $7,049 | $7,942-11.2% | $13,006-45.8% | $6,935+1.6% |