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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 | $116,317 | $85,766+35.6% | $136,298-14.7% | $70,126+65.9% |
| Participation rate | 51.1% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 14.42% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,700 | $2,966-42.7% | $4,696-63.8% | $2,343-27.4% |
| Participant deferral / active EE | $5,014 | $5,051-0.7% | $6,247-19.7% | $3,332+50.5% |
| Admin fee / account holder | $15,353 | $5,421+183.2% | $9,244+66.1% | $4,645+230.5% |