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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 | $117,837 | $63,346+86.0% | $92,240+27.7% | $70,126+68.0% |
| Participation rate | 42.1% | 68.7%-26.6pp | 76.5%-34.4pp | 69.5%-27.4pp |
| Annual return | 19.64% | 530.19%-510.5pp | 176.29%-156.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,324 | $2,471-46.4% | $3,680-64.0% | $2,343-43.5% |
| Participant deferral / active EE | $2,557 | $2,854-10.4% | $3,897-34.4% | $3,332-23.3% |
| Admin fee / account holder | $3,238 | $3,841-15.7% | $5,194-37.7% | $4,645-30.3% |