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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 | $134,907 | $51,638+161.3% | $68,368+97.3% | $82,448+63.6% |
| Participation rate | 37.0% | 63.6%-26.6pp | 73.8%-36.7pp | 68.1%-31.0pp |
| Annual return | 14.13% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,587 | $2,047-22.5% | $2,649-40.1% | $2,551-37.8% |
| Participant deferral / active EE | $4,463 | $2,914+53.2% | $4,123+8.3% | $4,139+7.8% |
| Admin fee / account holder | $5,746 | $4,643+23.8% | $5,150+11.6% | $7,234-20.6% |