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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 | $79,073 | $102,429-22.8% | $147,096-46.2% | $80,925-2.3% |
| Participation rate | 67.8% | 75.9%-8.0pp | 82.2%-14.4pp | 67.7%+0.2pp |
| Annual return | 14.37% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $4,710 | $3,716+26.8% | $4,936-4.6% | $2,756+70.9% |
| Participant deferral / active EE | $8,905 | $6,649+33.9% | $8,071+10.3% | $4,299+107.2% |
| Admin fee / account holder | $12,862 | $7,957+61.6% | $13,005-1.1% | $6,940+85.3% |