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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 | $94,312 | $102,422-7.9% | $147,117-35.9% | $80,959+16.5% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 16.27% | 135.16%-118.9pp | 420.54%-404.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,948 | $3,717-20.7% | $4,932-40.2% | $2,757+6.9% |
| Participant deferral / active EE | $5,934 | $6,652-10.8% | $8,065-26.4% | $4,300+38.0% |
| Admin fee / account holder | $3,844 | $7,953-51.7% | $12,993-70.4% | $6,925-44.5% |