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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 | $94,352 | $102,385-7.8% | $147,080-35.8% | $80,935+16.6% |
| Participation rate | 67.4% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 20.67% | 135.09%-114.4pp | 420.17%-399.5pp | 35.66%-15.0pp |
| Employer contribution / active EE | $3,966 | $3,717+6.7% | $4,933-19.6% | $2,757+43.9% |
| Participant deferral / active EE | $7,340 | $6,651+10.4% | $8,066-9.0% | $4,299+70.7% |
| Admin fee / account holder | $420 | $7,951-94.7% | $12,989-96.8% | $6,924-93.9% |