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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 | $115,702 | $102,382+13.0% | $147,005-21.3% | $80,874+43.1% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.2%-13.7pp | 67.6%+0.8pp |
| Annual return | 14.07% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,610 | $3,715-56.7% | $4,934-67.4% | $2,756-41.6% |
| Participant deferral / active EE | $6,684 | $6,646+0.6% | $8,070-17.2% | $4,297+55.6% |
| Admin fee / account holder | $4,702 | $7,942-40.8% | $13,006-63.9% | $6,935-32.2% |