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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 | $116,183 | $29,733+290.8% | $56,025+107.4% | $80,959+43.5% |
| Participation rate | 40.6% | 41.7%-1.1pp | 52.5%-11.9pp | 67.7%-27.0pp |
| Annual return | 11.08% | 35.28%-24.2pp | 1712.69%-1701.6pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,275 | $672+89.9% | $1,042+22.5% | $2,757-53.7% |
| Participant deferral / active EE | $3,480 | $1,229+183.1% | $1,955+78.0% | $4,300-19.1% |
| Admin fee / account holder | $3,115 | $2,434+28.0% | $2,828+10.1% | $6,925-55.0% |