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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 | $89,127 | $102,385-12.9% | $147,080-39.4% | $80,935+10.1% |
| Participation rate | 68.9% | 75.9%-7.0pp | 82.2%-13.3pp | 67.7%+1.2pp |
| Annual return | 16.75% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $3,390 | $3,717-8.8% | $4,933-31.3% | $2,757+23.0% |
| Participant deferral / active EE | $7,261 | $6,651+9.2% | $8,066-10.0% | $4,299+68.9% |
| Admin fee / account holder | $7,278 | $7,951-8.5% | $12,989-44.0% | $6,924+5.1% |