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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 | $109,940 | $29,733+269.8% | $56,025+96.2% | $80,959+35.8% |
| Participation rate | 53.9% | 41.7%+12.2pp | 52.5%+1.4pp | 67.7%-13.7pp |
| Annual return | 14.30% | 35.28%-21.0pp | 1712.69%-1698.4pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,713 | $672+155.0% | $1,042+64.4% | $2,757-37.9% |
| Participant deferral / active EE | $4,240 | $1,229+244.8% | $1,955+116.9% | $4,300-1.4% |
| Admin fee / account holder | $9,083 | $2,434+273.2% | $2,828+221.1% | $6,925+31.2% |