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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 | $71,807 | $102,429-29.9% | $147,096-51.2% | $80,925-11.3% |
| Participation rate | 57.4% | 75.9%-18.5pp | 82.2%-24.8pp | 67.7%-10.3pp |
| Annual return | 33.75% | 135.02%-101.3pp | 419.75%-386.0pp | 35.65%-1.9pp |
| Employer contribution / active EE | $1,976 | $3,716-46.8% | $4,936-60.0% | $2,756-28.3% |
| Participant deferral / active EE | $5,031 | $6,649-24.3% | $8,071-37.7% | $4,299+17.0% |
| Admin fee / account holder | $3,435 | $7,957-56.8% | $13,005-73.6% | $6,940-50.5% |