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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 | $86,930 | $102,385-15.1% | $147,080-40.9% | $80,935+7.4% |
| Participation rate | 65.7% | 75.9%-10.2pp | 82.2%-16.5pp | 67.7%-1.9pp |
| Annual return | 16.76% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $4,359 | $3,717+17.3% | $4,933-11.6% | $2,757+58.1% |
| Participant deferral / active EE | $15,123 | $6,651+127.4% | $8,066+87.5% | $4,299+251.7% |
| Admin fee / account holder | $5,989 | $7,951-24.7% | $12,989-53.9% | $6,924-13.5% |