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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 | $80,641 | $105,200-23.3% | $159,474-49.4% | $85,847-6.1% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.8%-15.1pp | 69.3%-1.6pp |
| Annual return | 13.23% | 45.08%-31.8pp | 263.68%-250.4pp | 318.61%-305.4pp |
| Employer contribution / active EE | $3,752 | $3,319+13.1% | $4,831-22.3% | $2,565+46.3% |
| Participant deferral / active EE | $9,237 | $5,946+55.4% | $7,353+25.6% | $3,952+133.7% |
| Admin fee / account holder | $17,707 | $6,934+155.4% | $10,802+63.9% | $6,261+182.8% |