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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 | $84,185 | $114,119-26.2% | $107,187-21.5% | $138,895-39.4% |
| Participation rate | 47.6% | 78.1%-30.5pp | 75.0%-27.4pp | 79.9%-32.3pp |
| Annual return | 267.75% | 273.21%-5.5pp | 204.55%+63.2pp | 145.39%+122.4pp |
| Employer contribution / active EE | $2,378 | $4,059-41.4% | $3,782-37.1% | $4,194-43.3% |
| Participant deferral / active EE | $5,579 | $5,538+0.7% | $5,096+9.5% | $6,396-12.8% |
| Admin fee / account holder | $4,305 | $10,024-57.1% | $9,162-53.0% | $12,562-65.7% |