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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 | $88,318 | $102,429-13.8% | $147,096-40.0% | $80,925+9.1% |
| Participation rate | 68.1% | 75.9%-7.8pp | 82.2%-14.1pp | 67.7%+0.4pp |
| Annual return | 15.28% | 135.02%-119.7pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $2,843 | $3,716-23.5% | $4,936-42.4% | $2,756+3.1% |
| Participant deferral / active EE | $4,199 | $6,649-36.8% | $8,071-48.0% | $4,299-2.3% |
| Admin fee / account holder | $5,523 | $7,957-30.6% | $13,005-57.5% | $6,940-20.4% |