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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 | $95,651 | $102,382-6.6% | $147,005-34.9% | $80,874+18.3% |
| Participation rate | 67.9% | 75.8%-8.0pp | 82.2%-14.3pp | 67.6%+0.2pp |
| Annual return | 15.38% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,470 | $3,715-60.4% | $4,934-70.2% | $2,756-46.6% |
| Participant deferral / active EE | $5,940 | $6,646-10.6% | $8,070-26.4% | $4,297+38.2% |
| Admin fee / account holder | $4,477 | $7,942-43.6% | $13,006-65.6% | $6,935-35.4% |