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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 | $67,885 | $183,592-63.0% | $155,574-56.4% | $145,877-53.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 80.42% | 61.37%+19.0pp | 64.87%+15.6pp | 551.28%-470.9pp |
| Employer contribution / active EE | $3,142 | $5,317-40.9% | $4,676-32.8% | $4,663-32.6% |
| Participant deferral / active EE | $6,129 | $6,466-5.2% | $5,629+8.9% | $6,691-8.4% |
| Admin fee / account holder | $4,398 | $19,316-77.2% | $15,914-72.4% | $13,402-67.2% |