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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 | $126,535 | $57,330+120.7% | $86,656+46.0% | $75,177+68.3% |
| Participation rate | 56.0% | 63.2%-7.2pp | 71.7%-15.7pp | 67.2%-11.2pp |
| Annual return | 16.52% | 2675.40%-2658.9pp | 593.09%-576.6pp | 160.75%-144.2pp |
| Employer contribution / active EE | $1,278 | $2,316-44.8% | $3,025-57.8% | $2,671-52.2% |
| Participant deferral / active EE | $3,269 | $3,320-1.5% | $4,439-26.4% | $4,126-20.8% |
| Admin fee / account holder | $10,412 | $4,115+153.0% | $5,619+85.3% | $5,651+84.2% |