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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 | $134,644 | $58,275+131.1% | $81,844+64.5% | $80,935+66.4% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.4%-20.4pp | 67.7%-15.7pp |
| Annual return | 13.93% | 41.82%-27.9pp | 778.87%-764.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,523 | $2,346-35.1% | $2,916-47.8% | $2,757-44.7% |
| Participant deferral / active EE | $2,433 | $3,285-25.9% | $4,323-43.7% | $4,299-43.4% |
| Admin fee / account holder | $4,998 | $4,749+5.3% | $7,355-32.1% | $6,924-27.8% |