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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 | $76,812 | $105,200-27.0% | $159,474-51.8% | $85,847-10.5% |
| Participation rate | 56.9% | 75.8%-18.9pp | 82.8%-25.9pp | 69.3%-12.4pp |
| Annual return | 14.86% | 45.08%-30.2pp | 263.68%-248.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $2,170 | $3,319-34.6% | $4,831-55.1% | $2,565-15.4% |
| Participant deferral / active EE | $4,574 | $5,946-23.1% | $7,353-37.8% | $3,952+15.7% |
| Admin fee / account holder | $2,717 | $6,934-60.8% | $10,802-74.8% | $6,261-56.6% |