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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 | $67,517 | $52,279+29.1% | $89,435-24.5% | $79,856-15.5% |
| Participation rate | 56.0% | 57.5%-1.5pp | 68.0%-12.0pp | 69.6%-13.6pp |
| Annual return | 65.94% | 22.16%+43.8pp | 245.55%-179.6pp | 31.71%+34.2pp |
| Employer contribution / active EE | $734 | $1,572-53.3% | $2,587-71.6% | $2,471-70.3% |
| Participant deferral / active EE | $2,461 | $2,740-10.2% | $3,890-36.7% | $3,741-34.2% |
| Admin fee / account holder | $7,083 | $3,356+111.0% | $4,884+45.0% | $5,306+33.5% |