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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 | $49,199+161.1% | $121,210+6.0% | $75,177+70.9% |
| Participation rate | 35.3% | 55.4%-20.1pp | 69.5%-34.3pp | 67.2%-31.9pp |
| Annual return | 16.29% | 56.04%-39.8pp | 987.41%-971.1pp | 160.75%-144.5pp |
| Employer contribution / active EE | $1,300 | $1,547-16.0% | $4,171-68.8% | $2,671-51.3% |
| Participant deferral / active EE | $3,075 | $2,630+16.9% | $4,084-24.7% | $4,126-25.5% |
| Admin fee / account holder | $348 | $3,946-91.2% | $5,647-93.8% | $5,651-93.8% |