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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 | $86,901 | $29,733+192.3% | $56,025+55.1% | $80,959+7.3% |
| Participation rate | 48.7% | 41.7%+7.0pp | 52.5%-3.8pp | 67.7%-18.9pp |
| Annual return | 21.11% | 35.28%-14.2pp | 1712.69%-1691.6pp | 35.67%-14.6pp |
| Employer contribution / active EE | $1,210 | $672+80.1% | $1,042+16.2% | $2,757-56.1% |
| Participant deferral / active EE | $3,515 | $1,229+185.9% | $1,955+79.8% | $4,300-18.3% |
| Admin fee / account holder | $1,525 | $2,434-37.3% | $2,828-46.1% | $6,925-78.0% |