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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 | $72,317 | $102,393-29.4% | $147,041-50.8% | $80,911-10.6% |
| Participation rate | 66.2% | 75.9%-9.7pp | 82.2%-16.0pp | 67.6%-1.5pp |
| Annual return | 15.48% | 134.95%-119.5pp | 419.21%-403.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,283 | $3,715-11.6% | $4,935-33.5% | $2,756+19.1% |
| Participant deferral / active EE | $7,071 | $6,647+6.4% | $8,071-12.4% | $4,297+64.5% |
| Admin fee / account holder | $5,493 | $7,943-30.8% | $13,006-57.8% | $6,935-20.8% |