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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 | $128,184 | $29,319+337.2% | $52,425+144.5% | $82,448+55.5% |
| Participation rate | 47.8% | 46.9%+0.9pp | 55.6%-7.8pp | 68.1%-20.3pp |
| Annual return | 16.55% | 535.20%-518.6pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,435 | $586+144.7% | $914+57.0% | $2,551-43.8% |
| Participant deferral / active EE | $3,494 | $1,171+198.3% | $1,790+95.1% | $4,139-15.6% |
| Admin fee / account holder | $3,438 | $1,962+75.2% | $2,495+37.8% | $7,234-52.5% |