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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 | $109,375 | $85,171+28.4% | $172,752-36.7% | $72,975+49.9% |
| Participation rate | 43.3% | 70.1%-26.8pp | 82.6%-39.4pp | 69.5%-26.2pp |
| Annual return | 21.37% | 27.32%-6.0pp | 802.97%-781.6pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,449 | $3,324-56.4% | $5,144-71.8% | $2,440-40.6% |
| Participant deferral / active EE | $3,739 | $3,260+14.7% | $5,198-28.1% | $3,608+3.7% |
| Admin fee / account holder | $3,226 | $5,880-45.1% | $13,955-76.9% | $5,124-37.0% |