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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 | $74,480 | $91,198-18.3% | $178,503-58.3% | $79,856-6.7% |
| Participation rate | 68.6% | 69.2%-0.6pp | 81.9%-13.3pp | 69.6%-1.0pp |
| Annual return | 65.98% | 24.20%+41.8pp | 151.12%-85.1pp | 31.71%+34.3pp |
| Employer contribution / active EE | $681 | $3,257-79.1% | $5,011-86.4% | $2,471-72.4% |
| Participant deferral / active EE | $1,431 | $3,237-55.8% | $5,202-72.5% | $3,741-61.7% |
| Admin fee / account holder | $7,675 | $6,748+13.7% | $13,987-45.1% | $5,306+44.6% |