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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 | $70,842 | $102,422-30.8% | $147,117-51.8% | $80,959-12.5% |
| Participation rate | 67.7% | 75.9%-8.1pp | 82.2%-14.4pp | 67.7%+0.1pp |
| Annual return | 16.70% | 135.16%-118.5pp | 420.54%-403.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,834 | $3,717-50.7% | $4,932-62.8% | $2,757-33.5% |
| Participant deferral / active EE | $7,593 | $6,652+14.1% | $8,065-5.9% | $4,300+76.6% |
| Admin fee / account holder | $816 | $7,953-89.7% | $12,993-93.7% | $6,925-88.2% |