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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 | $136,916 | $58,258+135.0% | $81,820+67.3% | $80,925+69.2% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 13.16% | 41.76%-28.6pp | 777.93%-764.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,084 | $2,345-53.8% | $2,915-62.8% | $2,756-60.7% |
| Participant deferral / active EE | $2,584 | $3,284-21.3% | $4,323-40.2% | $4,299-39.9% |
| Admin fee / account holder | $4,566 | $4,976-8.2% | $7,391-38.2% | $6,940-34.2% |