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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 | $161,016 | $60,119+167.8% | $90,430+78.1% | $79,858+101.6% |
| Participation rate | 48.6% | 65.0%-16.3pp | 72.7%-24.0pp | 69.6%-21.0pp |
| Annual return | 12.08% | 71.94%-59.9pp | 1293.73%-1281.6pp | 31.72%-19.6pp |
| Employer contribution / active EE | $1,574 | $2,068-23.9% | $3,262-51.8% | $2,471-36.3% |
| Participant deferral / active EE | $3,484 | $2,938+18.6% | $3,963-12.1% | $3,740-6.9% |
| Admin fee / account holder | $3,586 | $3,976-9.8% | $5,613-36.1% | $5,306-32.4% |