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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 | $128,718 | $69,515+85.2% | $86,868+48.2% | $85,856+49.9% |
| Participation rate | 37.7% | 66.3%-28.6pp | 71.6%-33.9pp | 69.3%-31.6pp |
| Annual return | 12.29% | 20.12%-7.8pp | 63.53%-51.2pp | 318.58%-306.3pp |
| Employer contribution / active EE | $1,284 | $1,880-31.7% | $2,496-48.6% | $2,565-49.9% |
| Participant deferral / active EE | $4,409 | $2,919+51.0% | $3,699+19.2% | $3,952+11.6% |
| Admin fee / account holder | $1,804 | $5,972-69.8% | $5,829-69.0% | $6,261-71.2% |