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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 | $92,995 | $102,422-9.2% | $147,117-36.8% | $80,959+14.9% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 13.61% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $6,904 | $3,717+85.7% | $4,932+40.0% | $2,757+150.4% |
| Participant deferral / active EE | $11,350 | $6,652+70.6% | $8,065+40.7% | $4,300+163.9% |
| Admin fee / account holder | $18,514 | $7,953+132.8% | $12,993+42.5% | $6,925+167.3% |