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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 | $128,859 | $58,726+119.4% | $142,898-9.8% | $85,851+50.1% |
| Participation rate | 58.8% | 58.5%+0.3pp | 72.0%-13.1pp | 69.3%-10.5pp |
| Annual return | 14.23% | 27.73%-13.5pp | 5639.64%-5625.4pp | 318.63%-304.4pp |
| Employer contribution / active EE | $1,469 | $1,424+3.2% | $4,146-64.6% | $2,565-42.7% |
| Participant deferral / active EE | $3,934 | $2,609+50.8% | $3,838+2.5% | $3,952-0.5% |
| Admin fee / account holder | $795 | $4,234-81.2% | $6,560-87.9% | $6,261-87.3% |