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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 | $137,141 | $29,716+361.5% | $56,077+144.6% | $80,925+69.5% |
| Participation rate | 67.6% | 41.7%+25.9pp | 52.5%+15.1pp | 67.7%-0.1pp |
| Annual return | 16.30% | 35.30%-19.0pp | 1709.28%-1693.0pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,200 | $671+78.8% | $1,040+15.3% | $2,756-56.5% |
| Participant deferral / active EE | $3,086 | $1,228+151.2% | $1,954+57.9% | $4,299-28.2% |
| Admin fee / account holder | $5,299 | $2,432+117.9% | $2,825+87.6% | $6,940-23.6% |