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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 | $47,105+217.3% | $68,368+118.6% | $67,986+119.9% |
| Participation rate | 32.4% | 51.8%-19.4pp | 73.8%-41.4pp | 57.2%-24.8pp |
| Annual return | 22.34% | 48.37%-26.0pp | 292.57%-270.2pp | 31.67%-9.3pp |
| Employer contribution / active EE | $1,302 | $1,859-29.9% | $2,649-50.8% | $2,019-35.5% |
| Participant deferral / active EE | $4,001 | $2,374+68.5% | $4,123-2.9% | $3,358+19.2% |
| Admin fee / account holder | $2,189 | $2,435-10.1% | $5,150-57.5% | $3,203-31.7% |