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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 | $70,359 | $52,353+34.4% | $120,225-41.5% | $82,448-14.7% |
| Participation rate | 63.3% | 58.3%+5.0pp | 69.6%-6.2pp | 68.1%-4.7pp |
| Annual return | 15.94% | 61.85%-45.9pp | 439.23%-423.3pp | 41.64%-25.7pp |
| Employer contribution / active EE | $954 | $1,510-36.8% | $3,475-72.5% | $2,551-62.6% |
| Participant deferral / active EE | $3,883 | $2,627+47.8% | $3,999-2.9% | $4,139-6.2% |
| Admin fee / account holder | $2,553 | $4,363-41.5% | $5,696-55.2% | $7,234-64.7% |