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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 | $117,118 | $85,766+36.6% | $136,298-14.1% | $70,126+67.0% |
| Participation rate | 57.5% | 74.2%-16.7pp | 81.9%-24.4pp | 69.5%-12.0pp |
| Annual return | 19.01% | 31.46%-12.4pp | 5156.27%-5137.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $1,032 | $2,966-65.2% | $4,696-78.0% | $2,343-55.9% |
| Participant deferral / active EE | $5,305 | $5,051+5.0% | $6,247-15.1% | $3,332+59.2% |
| Admin fee / account holder | $2,131 | $5,421-60.7% | $9,244-76.9% | $4,645-54.1% |