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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 | $72,549 | $43,333+67.4% | $59,883+21.2% | $64,181+13.0% |
| Participation rate | 57.1% | 69.2%-12.0pp | 74.7%-17.6pp | 69.6%-12.4pp |
| Annual return | 93.44% | -1.55%+95.0pp | 3.46%+90.0pp | 7.63%+85.8pp |
| Employer contribution / active EE | $786 | $2,029-61.3% | $2,722-71.1% | $2,381-67.0% |
| Participant deferral / active EE | $3,258 | $2,547+27.9% | $3,402-4.2% | $3,470-6.1% |
| Admin fee / account holder | $6,400 | $3,006+112.9% | $3,591+78.2% | $4,887+31.0% |