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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 | $127,349 | $49,164+159.0% | $121,169+5.1% | $75,181+69.4% |
| Participation rate | 46.2% | 55.4%-9.3pp | 69.5%-23.4pp | 67.2%-21.0pp |
| Annual return | 24.82% | 56.03%-31.2pp | 986.71%-961.9pp | 160.69%-135.9pp |
| Employer contribution / active EE | $1,314 | $1,546-15.0% | $4,168-68.5% | $2,671-50.8% |
| Participant deferral / active EE | $4,089 | $2,628+55.6% | $4,083+0.2% | $4,126-0.9% |
| Admin fee / account holder | $5,001 | $3,942+26.8% | $5,645-11.4% | $5,650-11.5% |