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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 | $125,142 | $58,258+114.8% | $81,820+52.9% | $80,925+54.6% |
| Participation rate | 39.5% | 63.5%-23.9pp | 72.4%-32.8pp | 67.7%-28.1pp |
| Annual return | 14.21% | 41.76%-27.5pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,726 | $2,345+16.2% | $2,915-6.5% | $2,756-1.1% |
| Participant deferral / active EE | $5,266 | $3,284+60.4% | $4,323+21.8% | $4,299+22.5% |
| Admin fee / account holder | $1,050 | $4,976-78.9% | $7,391-85.8% | $6,940-84.9% |