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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 | $102,393-14.4% | $147,041-40.4% | $80,911+8.4% |
| Participation rate | 59.2% | 75.9%-16.6pp | 82.2%-23.0pp | 67.6%-8.4pp |
| Annual return | 22.74% | 134.95%-112.2pp | 419.21%-396.5pp | 35.63%-12.9pp |
| Employer contribution / active EE | $3,375 | $3,715-9.2% | $4,935-31.6% | $2,756+22.5% |
| Participant deferral / active EE | $8,394 | $6,647+26.3% | $8,071+4.0% | $4,297+95.3% |
| Admin fee / account holder | $10,013 | $7,943+26.1% | $13,006-23.0% | $6,935+44.4% |