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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 | $114,298 | $39,036+192.8% | $80,784+41.5% | $85,851+33.1% |
| Participation rate | 50.0% | 41.6%+8.4pp | 54.2%-4.2pp | 69.3%-19.3pp |
| Annual return | 16.91% | 26.31%-9.4pp | 87.31%-70.4pp | 318.63%-301.7pp |
| Employer contribution / active EE | $681 | $722-5.8% | $1,160-41.3% | $2,565-73.5% |
| Participant deferral / active EE | $4,004 | $1,326+201.9% | $2,145+86.6% | $3,952+1.3% |
| Admin fee / account holder | $1,535 | $2,429-36.8% | $3,380-54.6% | $6,261-75.5% |