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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 | $90,040 | $102,385-12.1% | $147,080-38.8% | $80,935+11.2% |
| Participation rate | 69.7% | 75.9%-6.2pp | 82.2%-12.5pp | 67.7%+2.0pp |
| Annual return | 19.08% | 135.09%-116.0pp | 420.17%-401.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $2,537 | $3,717-31.7% | $4,933-48.6% | $2,757-8.0% |
| Participant deferral / active EE | $7,060 | $6,651+6.2% | $8,066-12.5% | $4,299+64.2% |
| Admin fee / account holder | $14,848 | $7,951+86.7% | $12,989+14.3% | $6,924+114.4% |