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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 | $73,807 | $102,422-27.9% | $147,117-49.8% | $80,959-8.8% |
| Participation rate | 69.5% | 75.9%-6.4pp | 82.2%-12.7pp | 67.7%+1.8pp |
| Annual return | 15.22% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,602 | $3,717-30.0% | $4,932-47.3% | $2,757-5.6% |
| Participant deferral / active EE | $3,691 | $6,652-44.5% | $8,065-54.2% | $4,300-14.2% |
| Admin fee / account holder | $2,478 | $7,953-68.8% | $12,993-80.9% | $6,925-64.2% |