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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 | $130,024 | $95,406+36.3% | $185,849-30.0% | $85,847+51.5% |
| Participation rate | 56.0% | 68.8%-12.8pp | 81.7%-25.7pp | 69.3%-13.3pp |
| Annual return | 12.54% | 23.59%-11.0pp | 122.10%-109.6pp | 318.61%-306.1pp |
| Employer contribution / active EE | $1,824 | $3,314-44.9% | $5,169-64.7% | $2,565-28.9% |
| Participant deferral / active EE | $4,770 | $3,424+39.3% | $5,569-14.3% | $3,952+20.7% |
| Admin fee / account holder | $12,286 | $7,214+70.3% | $16,244-24.4% | $6,261+96.2% |