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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 | $139,770 | $61,125+128.7% | $94,057+48.6% | $87,485+59.8% |
| Participation rate | 34.9% | 64.1%-29.1pp | 73.3%-38.4pp | 68.9%-34.0pp |
| Annual return | 13.53% | 35.20%-21.7pp | 480.62%-467.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,196 | $2,136-44.0% | $2,933-59.2% | $2,596-54.0% |
| Participant deferral / active EE | $3,435 | $3,260+5.4% | $4,709-27.1% | $4,274-19.6% |
| Admin fee / account holder | $14,688 | $5,629+160.9% | $7,244+102.7% | $7,775+88.9% |