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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 | $74,998 | $154,159-51.4% | $130,026-42.3% | $139,456-46.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 17.09% | 32.50%-15.4pp | -137.26%+154.3pp | 373.45%-356.4pp |
| Employer contribution / active EE | $3,326 | $5,292-37.1% | $4,321-23.0% | $4,753-30.0% |
| Participant deferral / active EE | $6,570 | $6,710-2.1% | $5,821+12.9% | $6,711-2.1% |
| Admin fee / account holder | $3,591 | $14,001-74.4% | $10,608-66.2% | $11,407-68.5% |