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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 | $126,359 | $48,570+160.2% | $130,660-3.3% | $72,976+73.2% |
| Participation rate | 39.3% | 58.6%-19.2pp | 71.7%-32.4pp | 69.5%-30.1pp |
| Annual return | 27.63% | 38.63%-11.0pp | 1709.29%-1681.7pp | 81.02%-53.4pp |
| Employer contribution / active EE | $1,332 | $1,334-0.1% | $4,092-67.4% | $2,440-45.4% |
| Participant deferral / active EE | $2,530 | $2,384+6.1% | $3,603-29.8% | $3,608-29.9% |
| Admin fee / account holder | $530 | $3,549-85.1% | $5,463-90.3% | $5,124-89.7% |