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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 | $102,385-29.4% | $147,080-50.8% | $80,935-10.6% |
| Participation rate | 66.2% | 75.9%-9.7pp | 82.2%-16.0pp | 67.7%-1.5pp |
| Annual return | 15.48% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $3,283 | $3,717-11.7% | $4,933-33.5% | $2,757+19.1% |
| Participant deferral / active EE | $7,071 | $6,651+6.3% | $8,066-12.3% | $4,299+64.5% |
| Admin fee / account holder | $5,493 | $7,951-30.9% | $12,989-57.7% | $6,924-20.7% |