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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 | $80,592 | $97,648-17.5% | $121,663-33.8% | $87,485-7.9% |
| Participation rate | 61.3% | 70.5%-9.2pp | 74.5%-13.2pp | 68.9%-7.6pp |
| Annual return | 70.08% | 18.03%+52.1pp | 147.54%-77.5pp | 26.06%+44.0pp |
| Employer contribution / active EE | $1,977 | $2,300-14.1% | $3,020-34.5% | $2,596-23.8% |
| Participant deferral / active EE | $4,092 | $3,923+4.3% | $4,887-16.3% | $4,274-4.3% |
| Admin fee / account holder | $5,341 | $11,100-51.9% | $14,289-62.6% | $7,775-31.3% |