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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 | $83,408 | $102,422-18.6% | $147,117-43.3% | $80,959+3.0% |
| Participation rate | 68.4% | 75.9%-7.5pp | 82.2%-13.8pp | 67.7%+0.7pp |
| Annual return | 13.10% | 135.16%-122.1pp | 420.54%-407.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,336 | $3,717-64.1% | $4,932-72.9% | $2,757-51.5% |
| Participant deferral / active EE | $7,781 | $6,652+17.0% | $8,065-3.5% | $4,300+80.9% |
| Admin fee / account holder | $5,328 | $7,953-33.0% | $12,993-59.0% | $6,925-23.1% |