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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 | $71,560 | $102,422-30.1% | $147,117-51.4% | $80,959-11.6% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 17.18% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $2,494 | $3,717-32.9% | $4,932-49.4% | $2,757-9.5% |
| Participant deferral / active EE | $8,437 | $6,652+26.8% | $8,065+4.6% | $4,300+96.2% |
| Admin fee / account holder | $4,869 | $7,953-38.8% | $12,993-62.5% | $6,925-29.7% |