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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 | $76,888 | $102,385-24.9% | $147,080-47.7% | $80,935-5.0% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 13.73% | 135.09%-121.4pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,729 | $3,717-53.5% | $4,933-65.0% | $2,757-37.3% |
| Participant deferral / active EE | $4,025 | $6,651-39.5% | $8,066-50.1% | $4,299-6.4% |
| Admin fee / account holder | $1,261 | $7,951-84.1% | $12,989-90.3% | $6,924-81.8% |