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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 | $139,568 | $63,346+120.3% | $92,240+51.3% | $70,126+99.0% |
| Participation rate | 31.0% | 68.7%-37.6pp | 76.5%-45.4pp | 69.5%-38.5pp |
| Annual return | 13.30% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,434 | $2,471-42.0% | $3,680-61.0% | $2,343-38.8% |
| Participant deferral / active EE | $2,856 | $2,854+0.1% | $3,897-26.7% | $3,332-14.3% |
| Admin fee / account holder | $5,740 | $3,841+49.5% | $5,194+10.5% | $4,645+23.6% |