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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 | $109,993 | $65,555+67.8% | $86,216+27.6% | $75,173+46.3% |
| Participation rate | 50.9% | 60.5%-9.5pp | 69.0%-18.0pp | 67.2%-16.3pp |
| Annual return | 12.86% | 46.07%-33.2pp | 1169.42%-1156.6pp | 160.72%-147.9pp |
| Employer contribution / active EE | $1,462 | $1,553-5.9% | $2,382-38.6% | $2,671-45.3% |
| Participant deferral / active EE | $4,950 | $3,023+63.7% | $3,986+24.2% | $4,126+20.0% |
| Admin fee / account holder | $10,505 | $5,469+92.1% | $6,853+53.3% | $5,651+85.9% |