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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 | $131,412 | $99,652+31.9% | $78,778+66.8% | $147,586-11.0% |
| Participation rate | 47.4% | 76.2%-28.9pp | 69.2%-21.8pp | 82.8%-35.5pp |
| Annual return | 13.19% | 47.28%-34.1pp | 35.62%-22.4pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,955 | $2,796-30.1% | $1,986-1.6% | $4,876-59.9% |
| Participant deferral / active EE | $3,399 | $3,664-7.2% | $2,958+14.9% | $5,439-37.5% |
| Admin fee / account holder | $21,948 | $7,155+206.7% | $5,134+327.5% | $10,886+101.6% |