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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 | $73,804 | $114,119-35.3% | $107,187-31.1% | $138,895-46.9% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 94.22% | 273.21%-179.0pp | 204.55%-110.3pp | 145.39%-51.2pp |
| Employer contribution / active EE | $2,896 | $4,059-28.7% | $3,782-23.4% | $4,194-31.0% |
| Participant deferral / active EE | $7,500 | $5,538+35.4% | $5,096+47.2% | $6,396+17.3% |
| Admin fee / account holder | $4,276 | $10,024-57.3% | $9,162-53.3% | $12,562-66.0% |