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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 | $102,422+13.0% | $147,117-21.4% | $80,959+42.9% |
| Participation rate | 68.4% | 75.9%-7.5pp | 82.2%-13.8pp | 67.7%+0.8pp |
| Annual return | 14.07% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,610 | $3,717-56.7% | $4,932-67.4% | $2,757-41.6% |
| Participant deferral / active EE | $6,684 | $6,652+0.5% | $8,065-17.1% | $4,300+55.4% |
| Admin fee / account holder | $4,702 | $7,953-40.9% | $12,993-63.8% | $6,925-32.1% |