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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 | $72,286 | $102,429-29.4% | $147,096-50.9% | $80,925-10.7% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.6pp |
| Annual return | 15.81% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $2,201 | $3,716-40.8% | $4,936-55.4% | $2,756-20.1% |
| Participant deferral / active EE | $4,350 | $6,649-34.6% | $8,071-46.1% | $4,299+1.2% |
| Admin fee / account holder | $2,049 | $7,957-74.3% | $13,005-84.2% | $6,940-70.5% |