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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 | $116,243 | $58,311+99.4% | $81,882+42.0% | $80,959+43.6% |
| Participation rate | 24.4% | 63.5%-39.1pp | 72.4%-48.0pp | 67.7%-43.3pp |
| Annual return | 13.38% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,031 | $2,347-56.1% | $2,916-64.7% | $2,757-62.6% |
| Participant deferral / active EE | $3,103 | $3,287-5.6% | $4,323-28.2% | $4,300-27.8% |
| Admin fee / account holder | $1,238 | $4,752-74.0% | $7,360-83.2% | $6,925-82.1% |