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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 | $94,003 | $99,652-5.7% | $78,778+19.3% | $147,586-36.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 13.43% | 47.28%-33.9pp | 35.62%-22.2pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,696 | $2,796-39.3% | $1,986-14.6% | $4,876-65.2% |
| Participant deferral / active EE | $6,163 | $3,664+68.2% | $2,958+108.3% | $5,439+13.3% |
| Admin fee / account holder | $1,612 | $7,155-77.5% | $5,134-68.6% | $10,886-85.2% |