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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 | $92,535 | $102,429-9.7% | $147,096-37.1% | $80,925+14.3% |
| Participation rate | 67.3% | 75.9%-8.6pp | 82.2%-14.9pp | 67.7%-0.4pp |
| Annual return | 14.49% | 135.02%-120.5pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $3,441 | $3,716-7.4% | $4,936-30.3% | $2,756+24.8% |
| Participant deferral / active EE | $7,130 | $6,649+7.2% | $8,071-11.7% | $4,299+65.9% |
| Admin fee / account holder | $4,117 | $7,957-48.3% | $13,005-68.3% | $6,940-40.7% |