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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 | $81,878 | $102,422-20.1% | $147,117-44.3% | $80,959+1.1% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 12.11% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,493 | $3,717-32.9% | $4,932-49.5% | $2,757-9.6% |
| Participant deferral / active EE | $5,555 | $6,652-16.5% | $8,065-31.1% | $4,300+29.2% |
| Admin fee / account holder | $3,887 | $7,953-51.1% | $12,993-70.1% | $6,925-43.9% |