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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 | $69,693 | $102,422-32.0% | $147,117-52.6% | $80,959-13.9% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 15.43% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,104 | $3,717-16.5% | $4,932-37.1% | $2,757+12.6% |
| Participant deferral / active EE | $6,432 | $6,652-3.3% | $8,065-20.2% | $4,300+49.6% |
| Admin fee / account holder | $3,775 | $7,953-52.5% | $12,993-70.9% | $6,925-45.5% |