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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 | $126,053 | $58,311+116.2% | $81,882+53.9% | $80,959+55.7% |
| Participation rate | 46.4% | 63.5%-17.1pp | 72.4%-26.0pp | 67.7%-21.2pp |
| Annual return | 13.98% | 41.85%-27.9pp | 779.47%-765.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,647 | $2,347-29.8% | $2,916-43.5% | $2,757-40.3% |
| Participant deferral / active EE | $3,317 | $3,287+0.9% | $4,323-23.3% | $4,300-22.9% |
| Admin fee / account holder | $4,297 | $4,752-9.6% | $7,360-41.6% | $6,925-37.9% |