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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 | $36,891 | $102,422-64.0% | $147,117-74.9% | $80,959-54.4% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 21.96% | 135.16%-113.2pp | 420.54%-398.6pp | 35.67%-13.7pp |
| Employer contribution / active EE | $3,228 | $3,717-13.2% | $4,932-34.6% | $2,757+17.1% |
| Participant deferral / active EE | $6,990 | $6,652+5.1% | $8,065-13.3% | $4,300+62.5% |
| Admin fee / account holder | $1,236 | $7,953-84.5% | $12,993-90.5% | $6,925-82.1% |