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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 | $64,255 | $102,393-37.2% | $147,041-56.3% | $80,911-20.6% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 17.11% | 134.95%-117.8pp | 419.21%-402.1pp | 35.63%-18.5pp |
| Employer contribution / active EE | $6,328 | $3,715+70.3% | $4,935+28.2% | $2,756+129.6% |
| Participant deferral / active EE | $9,138 | $6,647+37.5% | $8,071+13.2% | $4,297+112.7% |
| Admin fee / account holder | $13,388 | $7,943+68.5% | $13,006+2.9% | $6,935+93.1% |