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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 | $92,542 | $157,276-41.2% | $141,177-34.4% | $152,885-39.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 27.70% | 64.33%-36.6pp | 71.40%-43.7pp | 345.39%-317.7pp |
| Employer contribution / active EE | $2,880 | $5,262-45.3% | $4,736-39.2% | $4,763-39.5% |
| Participant deferral / active EE | $12,881 | $7,110+81.2% | $6,710+92.0% | $5,851+120.1% |
| Admin fee / account holder | $4,206 | $12,123-65.3% | $10,263-59.0% | $11,598-63.7% |