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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 | $112,124 | $65,575+71.0% | $86,209+30.1% | $75,181+49.1% |
| Participation rate | 60.6% | 60.5%+0.1pp | 69.0%-8.4pp | 67.2%-6.6pp |
| Annual return | 16.11% | 46.07%-30.0pp | 1169.05%-1152.9pp | 160.69%-144.6pp |
| Employer contribution / active EE | $1,276 | $1,553-17.9% | $2,381-46.4% | $2,671-52.2% |
| Participant deferral / active EE | $2,552 | $3,023-15.6% | $3,986-36.0% | $4,126-38.2% |
| Admin fee / account holder | $5,445 | $5,470-0.4% | $6,853-20.5% | $5,650-3.6% |