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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 | $81,215 | $48,327+68.1% | $67,575+20.2% | $80,935+0.3% |
| Participation rate | 56.8% | 66.4%-9.6pp | 72.9%-16.1pp | 67.7%-10.8pp |
| Annual return | 13.81% | 18.31%-4.5pp | 3528.98%-3515.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $2,154 | $2,022+6.5% | $2,736-21.3% | $2,757-21.9% |
| Participant deferral / active EE | $3,562 | $2,927+21.7% | $4,003-11.0% | $4,299-17.1% |
| Admin fee / account holder | $15,230 | $3,692+312.5% | $3,993+281.4% | $6,924+119.9% |