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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 | $83,770 | $102,385-18.2% | $147,080-43.0% | $80,935+3.5% |
| Participation rate | 53.6% | 75.9%-22.3pp | 82.2%-28.6pp | 67.7%-14.1pp |
| Annual return | 22.42% | 135.09%-112.7pp | 420.17%-397.7pp | 35.66%-13.2pp |
| Employer contribution / active EE | $2,876 | $3,717-22.6% | $4,933-41.7% | $2,757+4.3% |
| Participant deferral / active EE | $6,814 | $6,651+2.5% | $8,066-15.5% | $4,299+58.5% |
| Admin fee / account holder | $1,953 | $7,951-75.4% | $12,989-85.0% | $6,924-71.8% |