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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 | $91,460 | $102,422-10.7% | $147,117-37.8% | $80,959+13.0% |
| Participation rate | 67.3% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 44.35% | 135.16%-90.8pp | 420.54%-376.2pp | 35.67%+8.7pp |
| Employer contribution / active EE | $2,508 | $3,717-32.5% | $4,932-49.2% | $2,757-9.1% |
| Participant deferral / active EE | $6,784 | $6,652+2.0% | $8,065-15.9% | $4,300+57.8% |
| Admin fee / account holder | $3,497 | $7,953-56.0% | $12,993-73.1% | $6,925-49.5% |