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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 | $131,153 | $65,555+100.1% | $86,216+52.1% | $75,173+74.5% |
| Participation rate | 57.4% | 60.5%-3.0pp | 69.0%-11.5pp | 67.2%-9.8pp |
| Annual return | 13.29% | 46.07%-32.8pp | 1169.42%-1156.1pp | 160.72%-147.4pp |
| Employer contribution / active EE | $750 | $1,553-51.7% | $2,382-68.5% | $2,671-71.9% |
| Participant deferral / active EE | $3,806 | $3,023+25.9% | $3,986-4.5% | $4,126-7.8% |
| Admin fee / account holder | $2,345 | $5,469-57.1% | $6,853-65.8% | $5,651-58.5% |