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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 | $86,027 | $102,385-16.0% | $147,080-41.5% | $80,935+6.3% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 21.66% | 135.09%-113.4pp | 420.17%-398.5pp | 35.66%-14.0pp |
| Employer contribution / active EE | $3,356 | $3,717-9.7% | $4,933-32.0% | $2,757+21.7% |
| Participant deferral / active EE | $5,598 | $6,651-15.8% | $8,066-30.6% | $4,299+30.2% |
| Admin fee / account holder | $15,169 | $7,951+90.8% | $12,989+16.8% | $6,924+119.1% |