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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 | $55,179 | $102,385-46.1% | $147,080-62.5% | $80,935-31.8% |
| Participation rate | 68.6% | 75.9%-7.3pp | 82.2%-13.6pp | 67.7%+0.9pp |
| Annual return | 20.28% | 135.09%-114.8pp | 420.17%-399.9pp | 35.66%-15.4pp |
| Employer contribution / active EE | $3,221 | $3,717-13.3% | $4,933-34.7% | $2,757+16.8% |
| Participant deferral / active EE | $8,967 | $6,651+34.8% | $8,066+11.2% | $4,299+108.6% |
| Admin fee / account holder | $2,335 | $7,951-70.6% | $12,989-82.0% | $6,924-66.3% |