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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 | $123,503 | $65,555+88.4% | $86,216+43.2% | $75,173+64.3% |
| Participation rate | 36.0% | 60.5%-24.5pp | 69.0%-33.0pp | 67.2%-31.2pp |
| Annual return | 17.12% | 46.07%-28.9pp | 1169.42%-1152.3pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,594 | $1,553+2.6% | $2,382-33.1% | $2,671-40.3% |
| Participant deferral / active EE | $3,775 | $3,023+24.9% | $3,986-5.3% | $4,126-8.5% |
| Admin fee / account holder | $13,006 | $5,469+137.8% | $6,853+89.8% | $5,651+130.2% |