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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 | $74,640 | $102,385-27.1% | $147,080-49.3% | $80,935-7.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 14.58% | 135.09%-120.5pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $3,588 | $3,717-3.5% | $4,933-27.3% | $2,757+30.1% |
| Participant deferral / active EE | $9,320 | $6,651+40.1% | $8,066+15.5% | $4,299+116.8% |
| Admin fee / account holder | $3,829 | $7,951-51.8% | $12,989-70.5% | $6,924-44.7% |