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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 | $102,385-37.2% | $147,080-56.3% | $80,935-20.6% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 17.11% | 135.09%-118.0pp | 420.17%-403.1pp | 35.66%-18.5pp |
| Employer contribution / active EE | $6,328 | $3,717+70.2% | $4,933+28.3% | $2,757+129.5% |
| Participant deferral / active EE | $9,138 | $6,651+37.4% | $8,066+13.3% | $4,299+112.5% |
| Admin fee / account holder | $13,388 | $7,951+68.4% | $12,989+3.1% | $6,924+93.4% |