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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 | $89,743 | $157,276-42.9% | $141,177-36.4% | $152,885-41.3% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 25.94% | 64.33%-38.4pp | 71.40%-45.5pp | 345.39%-319.4pp |
| Employer contribution / active EE | $2,684 | $5,262-49.0% | $4,736-43.3% | $4,763-43.6% |
| Participant deferral / active EE | $7,027 | $7,110-1.2% | $6,710+4.7% | $5,851+20.1% |
| Admin fee / account holder | $4,030 | $12,123-66.8% | $10,263-60.7% | $11,598-65.3% |