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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 | $122,447 | $65,555+86.8% | $86,216+42.0% | $75,173+62.9% |
| Participation rate | 36.8% | 60.5%-23.6pp | 69.0%-32.1pp | 67.2%-30.4pp |
| Annual return | 14.70% | 46.07%-31.4pp | 1169.42%-1154.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,063 | $1,553-31.6% | $2,382-55.4% | $2,671-60.2% |
| Participant deferral / active EE | $1,758 | $3,023-41.9% | $3,986-55.9% | $4,126-57.4% |
| Admin fee / account holder | $9,936 | $5,469+81.7% | $6,853+45.0% | $5,651+75.8% |