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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 | $68,153 | $27,936+144.0% | $58,561+16.4% | $75,173-9.3% |
| Participation rate | 65.8% | 38.8%+26.9pp | 50.9%+14.9pp | 67.2%-1.4pp |
| Annual return | 18.83% | 44.21%-25.4pp | 4251.33%-4232.5pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,600 | $670+139.0% | $1,053+51.9% | $2,671-40.1% |
| Participant deferral / active EE | $4,597 | $1,202+282.5% | $1,923+139.0% | $4,126+11.4% |
| Admin fee / account holder | $1,834 | $1,727+6.2% | $2,520-27.2% | $5,651-67.5% |