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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 | $111,510 | $29,736+275.0% | $56,033+99.0% | $80,935+37.8% |
| Participation rate | 45.3% | 41.7%+3.6pp | 52.5%-7.1pp | 67.7%-22.3pp |
| Annual return | 14.51% | 35.28%-20.8pp | 1711.38%-1696.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,281 | $671+90.8% | $1,041+23.1% | $2,757-53.5% |
| Participant deferral / active EE | $2,767 | $1,228+125.3% | $1,954+41.6% | $4,299-35.6% |
| Admin fee / account holder | $472 | $2,434-80.6% | $2,827-83.3% | $6,924-93.2% |