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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 | $107,129 | $53,128+101.6% | $86,582+23.7% | $70,126+52.8% |
| Participation rate | 36.7% | 65.3%-28.6pp | 73.5%-36.9pp | 69.5%-32.9pp |
| Annual return | 15.91% | 27.66%-11.8pp | 965.08%-949.2pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,130 | $2,068-45.4% | $2,839-60.2% | $2,343-51.8% |
| Participant deferral / active EE | $2,962 | $2,695+9.9% | $3,609-17.9% | $3,332-11.1% |
| Admin fee / account holder | $14,127 | $3,584+294.2% | $4,904+188.1% | $4,645+204.1% |