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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 | $72,749 | $118,875-38.8% | $96,572-24.7% | $167,553-56.6% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 16.96% | 50.50%-33.5pp | 37.79%-20.8pp | 478.89%-461.9pp |
| Employer contribution / active EE | $2,769 | $3,121-11.3% | $2,357+17.5% | $4,840-42.8% |
| Participant deferral / active EE | $8,105 | $4,617+75.6% | $3,850+110.6% | $6,343+27.8% |
| Admin fee / account holder | $4,070 | $8,070-49.6% | $6,183-34.2% | $12,316-67.0% |