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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 | $149,477 | $45,900+225.7% | $94,057+58.9% | $64,340+132.3% |
| Participation rate | 32.4% | 50.6%-18.2pp | 73.3%-41.0pp | 55.2%-22.9pp |
| Annual return | 22.34% | 50.47%-28.1pp | 480.62%-458.3pp | 24.14%-1.8pp |
| Employer contribution / active EE | $1,302 | $1,612-19.2% | $2,933-55.6% | $1,862-30.1% |
| Participant deferral / active EE | $4,001 | $2,102+90.3% | $4,709-15.0% | $2,980+34.3% |
| Admin fee / account holder | $2,189 | $3,143-30.4% | $7,244-69.8% | $3,703-40.9% |