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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 | $129,370 | $99,652+29.8% | $78,778+64.2% | $147,586-12.3% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 16.87% | 47.28%-30.4pp | 35.62%-18.8pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,402 | $2,796-49.8% | $1,986-29.4% | $4,876-71.2% |
| Participant deferral / active EE | $3,485 | $3,664-4.9% | $2,958+17.8% | $5,439-35.9% |
| Admin fee / account holder | $1,104 | $7,155-84.6% | $5,134-78.5% | $10,886-89.9% |