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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 | $76,275 | $102,429-25.5% | $147,096-48.1% | $80,925-5.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 13.36% | 135.02%-121.7pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,566 | $3,716-30.9% | $4,936-48.0% | $2,756-6.9% |
| Participant deferral / active EE | $5,467 | $6,649-17.8% | $8,071-32.3% | $4,299+27.2% |
| Admin fee / account holder | $9,990 | $7,957+25.5% | $13,005-23.2% | $6,940+43.9% |