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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 | $87,402 | $102,385-14.6% | $147,080-40.6% | $80,935+8.0% |
| Participation rate | 67.2% | 75.9%-8.6pp | 82.2%-14.9pp | 67.7%-0.4pp |
| Annual return | 23.72% | 135.09%-111.4pp | 420.17%-396.4pp | 35.66%-11.9pp |
| Employer contribution / active EE | $10,938 | $3,717+194.3% | $4,933+121.7% | $2,757+296.8% |
| Participant deferral / active EE | $13,890 | $6,651+108.8% | $8,066+72.2% | $4,299+223.1% |
| Admin fee / account holder | $10,767 | $7,951+35.4% | $12,989-17.1% | $6,924+55.5% |