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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 | $109,308 | $49,896+119.1% | $80,627+35.6% | $75,173+45.4% |
| Participation rate | 15.1% | 55.3%-40.3pp | 67.0%-52.0pp | 67.2%-52.1pp |
| Annual return | 42.62% | 34.67%+7.9pp | 936.76%-894.1pp | 160.72%-118.1pp |
| Employer contribution / active EE | $731 | $1,699-57.0% | $2,723-73.1% | $2,671-72.6% |
| Participant deferral / active EE | $1,294 | $2,992-56.7% | $4,443-70.9% | $4,126-68.6% |
| Admin fee / account holder | $6,100 | $3,578+70.5% | $5,381+13.4% | $5,651+8.0% |