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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 | $129,131 | $22,602+471.3% | $65,583+96.9% | $75,177+71.8% |
| Participation rate | 53.6% | 63.1%-9.5pp | 65.0%-11.4pp | 67.2%-13.6pp |
| Annual return | 19.46% | 71.13%-51.7pp | 47.46%-28.0pp | 160.75%-141.3pp |
| Employer contribution / active EE | $1,788 | $941+90.0% | $1,692+5.6% | $2,671-33.1% |
| Participant deferral / active EE | $2,952 | $1,695+74.2% | $2,833+4.2% | $4,126-28.5% |
| Admin fee / account holder | $603 | $1,877-67.9% | $4,112-85.3% | $5,651-89.3% |