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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 | $87,667 | $102,429-14.4% | $147,096-40.4% | $80,925+8.3% |
| Participation rate | 59.2% | 75.9%-16.7pp | 82.2%-23.0pp | 67.7%-8.4pp |
| Annual return | 22.74% | 135.02%-112.3pp | 419.75%-397.0pp | 35.65%-12.9pp |
| Employer contribution / active EE | $3,375 | $3,716-9.2% | $4,936-31.6% | $2,756+22.4% |
| Participant deferral / active EE | $8,394 | $6,649+26.3% | $8,071+4.0% | $4,299+95.3% |
| Admin fee / account holder | $10,013 | $7,957+25.8% | $13,005-23.0% | $6,940+44.3% |