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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 | $168,915 | $52,353+222.6% | $120,225+40.5% | $82,448+104.9% |
| Participation rate | 35.4% | 58.3%-22.9pp | 69.6%-34.1pp | 68.1%-32.6pp |
| Annual return | 13.51% | 61.85%-48.3pp | 439.23%-425.7pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,636 | $1,510+8.3% | $3,475-52.9% | $2,551-35.9% |
| Participant deferral / active EE | $3,075 | $2,627+17.1% | $3,999-23.1% | $4,139-25.7% |
| Admin fee / account holder | $10,324 | $4,363+136.7% | $5,696+81.2% | $7,234+42.7% |