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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 | $83,841 | $77,920+7.6% | $149,723-44.0% | $75,177+11.5% |
| Participation rate | 68.4% | 65.6%+2.8pp | 78.8%-10.4pp | 67.2%+1.2pp |
| Annual return | 47.13% | 31.72%+15.4pp | 134.50%-87.4pp | 160.75%-113.6pp |
| Employer contribution / active EE | $1,130 | $3,138-64.0% | $4,821-76.6% | $2,671-57.7% |
| Participant deferral / active EE | $2,754 | $3,411-19.3% | $5,682-51.5% | $4,126-33.3% |
| Admin fee / account holder | $1,194 | $5,951-79.9% | $13,215-91.0% | $5,651-78.9% |