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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 | $129,972 | $63,346+105.2% | $92,240+40.9% | $70,126+85.3% |
| Participation rate | 67.6% | 68.7%-1.0pp | 76.5%-8.8pp | 69.5%-1.9pp |
| Annual return | 18.29% | 530.19%-511.9pp | 176.29%-158.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,366 | $2,471-44.7% | $3,680-62.9% | $2,343-41.7% |
| Participant deferral / active EE | $2,594 | $2,854-9.1% | $3,897-33.4% | $3,332-22.1% |
| Admin fee / account holder | $2,931 | $3,841-23.7% | $5,194-43.6% | $4,645-36.9% |