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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 | $128,423 | $178,174-27.9% | $156,181-17.8% | $137,256-6.4% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.8%-25.0pp | 80.0%-26.1pp |
| Annual return | 137.30% | 84.19%+53.1pp | 64.87%+72.4pp | 220.34%-83.0pp |
| Employer contribution / active EE | $2,350 | $4,972-52.7% | $4,294-45.3% | $4,156-43.5% |
| Participant deferral / active EE | $3,711 | $6,888-46.1% | $6,132-39.5% | $6,407-42.1% |
| Admin fee / account holder | $5,871 | $17,404-66.3% | $14,586-59.8% | $12,270-52.2% |