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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 | $94,823 | $183,516-48.3% | $155,534-39.0% | $145,884-35.0% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 75.32% | 61.43%+13.9pp | 64.92%+10.4pp | 551.85%-476.5pp |
| Employer contribution / active EE | $2,289 | $5,315-56.9% | $4,675-51.0% | $4,662-50.9% |
| Participant deferral / active EE | $4,766 | $6,467-26.3% | $5,630-15.3% | $6,690-28.8% |
| Admin fee / account holder | $872 | $19,293-95.5% | $15,900-94.5% | $13,392-93.5% |