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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 | $78,001 | $45,043+73.2% | $85,063-8.3% | $74,400+4.8% |
| Participation rate | 46.8% | 49.4%-2.5pp | 67.5%-20.7pp | 67.2%-20.4pp |
| Annual return | 22.19% | 26.26%-4.1pp | 66.54%-44.4pp | 1367.51%-1345.3pp |
| Employer contribution / active EE | $1,989 | $1,458+36.5% | $2,727-27.1% | $2,624-24.2% |
| Participant deferral / active EE | $4,850 | $2,733+77.4% | $4,523+7.2% | $4,348+11.5% |
| Admin fee / account holder | $450 | $2,210-79.6% | $6,155-92.7% | $1,944-76.8% |