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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 | $82,744 | $102,422-19.2% | $147,117-43.8% | $80,959+2.2% |
| Participation rate | 69.7% | 75.9%-6.2pp | 82.2%-12.5pp | 67.7%+2.0pp |
| Annual return | 23.28% | 135.16%-111.9pp | 420.54%-397.3pp | 35.67%-12.4pp |
| Employer contribution / active EE | $1,678 | $3,717-54.9% | $4,932-66.0% | $2,757-39.1% |
| Participant deferral / active EE | $7,586 | $6,652+14.0% | $8,065-5.9% | $4,300+76.4% |
| Admin fee / account holder | $19,680 | $7,953+147.4% | $12,993+51.5% | $6,925+184.2% |