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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 | $29,733+361.2% | $56,025+144.8% | $80,959+69.4% |
| Participation rate | 67.6% | 41.7%+25.8pp | 52.5%+15.1pp | 67.7%-0.1pp |
| Annual return | 16.30% | 35.28%-19.0pp | 1712.69%-1696.4pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,200 | $672+78.6% | $1,042+15.2% | $2,757-56.5% |
| Participant deferral / active EE | $3,086 | $1,229+151.0% | $1,955+57.9% | $4,300-28.2% |
| Admin fee / account holder | $5,299 | $2,434+117.8% | $2,828+87.4% | $6,925-23.5% |