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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 | $74,046 | $102,382-27.7% | $147,005-49.6% | $80,874-8.4% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 14.19% | 134.89%-120.7pp | 418.76%-404.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,440 | $3,715-7.4% | $4,934-30.3% | $2,756+24.8% |
| Participant deferral / active EE | $6,827 | $6,646+2.7% | $8,070-15.4% | $4,297+58.9% |
| Admin fee / account holder | $4,110 | $7,942-48.3% | $13,006-68.4% | $6,935-40.7% |