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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 | $92,848 | $80,753+15.0% | $136,298-31.9% | $62,293+49.1% |
| Participation rate | 54.5% | 73.5%-19.0pp | 81.9%-27.4pp | 69.5%-15.0pp |
| Annual return | 18.77% | 35.83%-17.1pp | 5156.27%-5137.5pp | 28.90%-10.1pp |
| Employer contribution / active EE | $3,825 | $2,884+32.7% | $4,696-18.5% | $2,042+87.3% |
| Participant deferral / active EE | $5,993 | $5,164+16.1% | $6,247-4.1% | $3,169+89.1% |
| Admin fee / account holder | $11,691 | $525+2125.2% | $9,244+26.5% | $479+2339.0% |