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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 | $128,946 | $49,897+158.4% | $80,648+59.9% | $75,177+71.5% |
| Participation rate | 63.4% | 55.3%+8.1pp | 67.0%-3.6pp | 67.2%-3.8pp |
| Annual return | 14.74% | 34.68%-19.9pp | 937.21%-922.5pp | 160.75%-146.0pp |
| Employer contribution / active EE | $1,746 | $1,699+2.8% | $2,724-35.9% | $2,671-34.6% |
| Participant deferral / active EE | $2,378 | $2,992-20.5% | $4,443-46.5% | $4,126-42.4% |
| Admin fee / account holder | $1,013 | $3,579-71.7% | $5,382-81.2% | $5,651-82.1% |