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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 | $58,234+131.2% | $81,783+64.6% | $80,874+66.5% |
| Participation rate | 52.0% | 63.4%-11.4pp | 72.4%-20.4pp | 67.6%-15.6pp |
| Annual return | 13.93% | 41.70%-27.8pp | 775.05%-761.1pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,523 | $2,341-34.9% | $2,913-47.7% | $2,756-44.7% |
| Participant deferral / active EE | $2,433 | $3,283-25.9% | $4,320-43.7% | $4,297-43.4% |
| Admin fee / account holder | $4,998 | $4,982+0.3% | $7,380-32.3% | $6,935-27.9% |