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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 | $86,164 | $102,385-15.8% | $147,080-41.4% | $80,935+6.5% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 18.76% | 135.09%-116.3pp | 420.17%-401.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $2,761 | $3,717-25.7% | $4,933-44.0% | $2,757+0.2% |
| Participant deferral / active EE | $4,723 | $6,651-29.0% | $8,066-41.4% | $4,299+9.9% |
| Admin fee / account holder | $19,643 | $7,951+147.0% | $12,989+51.2% | $6,924+183.7% |