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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 | $45,491 | $185,312-75.5% | $161,489-71.8% | $154,746-70.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 271.79% | 103.84%+167.9pp | 89.72%+182.1pp | 172.34%+99.5pp |
| Employer contribution / active EE | $2,104 | $4,769-55.9% | $4,268-50.7% | $4,379-52.0% |
| Participant deferral / active EE | $2,797 | $6,350-56.0% | $5,630-50.3% | $6,730-58.4% |
| Admin fee / account holder | $4,138 | $18,654-77.8% | $16,006-74.1% | $14,365-71.2% |