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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 | $70,426 | $64,324+9.5% | $118,946-40.8% | $79,852-11.8% |
| Participation rate | 65.4% | 64.9%+0.5pp | 75.4%-10.0pp | 69.6%-4.3pp |
| Annual return | 19.56% | 86.45%-66.9pp | 35.89%-16.3pp | 31.72%-12.2pp |
| Employer contribution / active EE | $1,323 | $1,836-27.9% | $3,263-59.5% | $2,471-46.5% |
| Participant deferral / active EE | $3,312 | $2,824+17.3% | $4,266-22.4% | $3,740-11.5% |
| Admin fee / account holder | $391 | $4,040-90.3% | $6,581-94.1% | $5,306-92.6% |