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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 | $69,530 | $102,429-32.1% | $147,096-52.7% | $80,925-14.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 13.12% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,523 | $3,716-59.0% | $4,936-69.2% | $2,756-44.8% |
| Participant deferral / active EE | $8,256 | $6,649+24.2% | $8,071+2.3% | $4,299+92.1% |
| Admin fee / account holder | $8,131 | $7,957+2.2% | $13,005-37.5% | $6,940+17.2% |