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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 | $84,147 | $102,429-17.8% | $147,096-42.8% | $80,925+4.0% |
| Participation rate | 65.2% | 75.9%-10.6pp | 82.2%-17.0pp | 67.7%-2.4pp |
| Annual return | 16.00% | 135.02%-119.0pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,511 | $3,716-59.3% | $4,936-69.4% | $2,756-45.2% |
| Participant deferral / active EE | $8,618 | $6,649+29.6% | $8,071+6.8% | $4,299+100.5% |
| Admin fee / account holder | $3,052 | $7,957-61.6% | $13,005-76.5% | $6,940-56.0% |