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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 | $74,248 | $93,598-20.7% | $135,974-45.4% | $75,173-1.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 108.38% | 30.89%+77.5pp | 68.30%+40.1pp | 160.72%-52.3pp |
| Employer contribution / active EE | $2,370 | $3,538-33.0% | $4,859-51.2% | $2,671-11.3% |
| Participant deferral / active EE | $5,791 | $6,405-9.6% | $7,760-25.4% | $4,126+40.3% |
| Admin fee / account holder | $3,396 | $6,978-51.3% | $10,767-68.5% | $5,651-39.9% |