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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 | $102,623 | $154,193-33.4% | $130,045-21.1% | $139,466-26.4% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 20.62% | 32.51%-11.9pp | -137.30%+157.9pp | 373.66%-353.0pp |
| Employer contribution / active EE | $3,931 | $5,292-25.7% | $4,321-9.0% | $4,754-17.3% |
| Participant deferral / active EE | $7,525 | $6,709+12.2% | $5,820+29.3% | $6,712+12.1% |
| Admin fee / account holder | $8,154 | $13,989-41.7% | $10,600-23.1% | $11,409-28.5% |