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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 | $93,852 | $133,981-30.0% | $112,249-16.4% | $134,532-30.2% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | 51.96% | 47.16%+4.8pp | 27.48%+24.5pp | 418.27%-366.3pp |
| Employer contribution / active EE | $2,167 | $4,040-46.3% | $3,636-40.4% | $4,741-54.3% |
| Participant deferral / active EE | $6,220 | $5,292+17.5% | $4,729+31.5% | $6,401-2.8% |
| Admin fee / account holder | $2,981 | $7,492-60.2% | $6,412-53.5% | $11,429-73.9% |