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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 | $61,658 | $102,385-39.8% | $147,080-58.1% | $80,935-23.8% |
| Participation rate | 68.9% | 75.9%-7.0pp | 82.2%-13.3pp | 67.7%+1.2pp |
| Annual return | 15.14% | 135.09%-120.0pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $3,361 | $3,717-9.6% | $4,933-31.9% | $2,757+21.9% |
| Participant deferral / active EE | $7,025 | $6,651+5.6% | $8,066-12.9% | $4,299+63.4% |
| Admin fee / account holder | $2,152 | $7,951-72.9% | $12,989-83.4% | $6,924-68.9% |