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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 | $110,069 | $45,079+144.2% | $69,461+58.5% | $72,983+50.8% |
| Participation rate | 62.1% | 68.5%-6.4pp | 74.6%-12.5pp | 69.5%-7.4pp |
| Annual return | 110.56% | 22.65%+87.9pp | 28.97%+81.6pp | 81.01%+29.5pp |
| Employer contribution / active EE | $1,049 | $2,055-49.0% | $2,779-62.3% | $2,440-57.0% |
| Participant deferral / active EE | $2,606 | $2,603+0.1% | $3,536-26.3% | $3,608-27.8% |
| Admin fee / account holder | $12,137 | $3,056+297.2% | $3,840+216.1% | $5,124+136.9% |