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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 | $128,482 | $49,164+161.3% | $121,147+6.1% | $75,173+70.9% |
| Participation rate | 35.3% | 55.4%-20.1pp | 69.5%-34.2pp | 67.2%-31.9pp |
| Annual return | 16.29% | 56.03%-39.7pp | 986.30%-970.0pp | 160.65%-144.4pp |
| Employer contribution / active EE | $1,300 | $1,546-15.9% | $4,166-68.8% | $2,670-51.3% |
| Participant deferral / active EE | $3,075 | $2,628+17.0% | $4,081-24.7% | $4,126-25.5% |
| Admin fee / account holder | $348 | $3,942-91.2% | $5,646-93.8% | $5,651-93.8% |