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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 | $148,024 | $884,045-83.3% | $453,569-67.4% | $167,536-11.6% |
| Participation rate | 69.2% | 81.6%-12.3pp | 78.0%-8.8pp | 82.1%-12.9pp |
| Annual return | 9.87% | 29.49%-19.6pp | 64.43%-54.6pp | 478.82%-468.9pp |
| Employer contribution / active EE | $2,337 | $5,538-57.8% | $4,072-42.6% | $4,839-51.7% |
| Participant deferral / active EE | $6,256 | $7,898-20.8% | $6,211+0.7% | $6,342-1.4% |
| Admin fee / account holder | $4,658 | $22,063-78.9% | $11,214-58.5% | $12,315-62.2% |