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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 | $127,634 | $85,171+49.9% | $172,753-26.1% | $72,976+74.9% |
| Participation rate | 56.8% | 70.1%-13.2pp | 82.6%-25.8pp | 69.5%-12.7pp |
| Annual return | 19.20% | 27.32%-8.1pp | 803.00%-783.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,941 | $3,324-41.6% | $5,144-62.3% | $2,440-20.5% |
| Participant deferral / active EE | $5,639 | $3,260+73.0% | $5,198+8.5% | $3,608+56.3% |
| Admin fee / account holder | $5,192 | $5,880-11.7% | $13,956-62.8% | $5,124+1.3% |