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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 | $75,043 | $61,125+22.8% | $94,057-20.2% | $87,485-14.2% |
| Participation rate | 59.2% | 64.1%-4.9pp | 73.3%-14.2pp | 68.9%-9.7pp |
| Annual return | 54.96% | 35.20%+19.8pp | 480.62%-425.7pp | 26.06%+28.9pp |
| Employer contribution / active EE | $1,073 | $2,136-49.8% | $2,933-63.4% | $2,596-58.7% |
| Participant deferral / active EE | $2,893 | $3,260-11.3% | $4,709-38.6% | $4,274-32.3% |
| Admin fee / account holder | $1,076 | $5,629-80.9% | $7,244-85.1% | $7,775-86.2% |