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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 | $139,037 | $65,555+112.1% | $86,216+61.3% | $75,173+85.0% |
| Participation rate | 43.6% | 60.5%-16.9pp | 69.0%-25.4pp | 67.2%-23.6pp |
| Annual return | 22.88% | 46.07%-23.2pp | 1169.42%-1146.5pp | 160.72%-137.8pp |
| Employer contribution / active EE | $1,017 | $1,553-34.5% | $2,382-57.3% | $2,671-61.9% |
| Participant deferral / active EE | $3,495 | $3,023+15.6% | $3,986-12.3% | $4,126-15.3% |
| Admin fee / account holder | $900 | $5,469-83.5% | $6,853-86.9% | $5,651-84.1% |