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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 | $81,463 | $114,013-28.5% | $103,693-21.4% | $155,188-47.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 13.82% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,830 | $3,131-9.6% | $2,920-3.1% | $4,248-33.4% |
| Participant deferral / active EE | $13,310 | $4,970+167.8% | $4,579+190.7% | $6,531+103.8% |
| Admin fee / account holder | $3,448 | $8,407-59.0% | $7,858-56.1% | $14,480-76.2% |