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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 | $73,074 | $102,385-28.6% | $147,080-50.3% | $80,935-9.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 12.34% | 135.09%-122.8pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,077 | $3,717-44.1% | $4,933-57.9% | $2,757-24.6% |
| Participant deferral / active EE | $3,112 | $6,651-53.2% | $8,066-61.4% | $4,299-27.6% |
| Admin fee / account holder | $3,364 | $7,951-57.7% | $12,989-74.1% | $6,924-51.4% |