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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 | $29,670+362.2% | $56,054+144.7% | $80,911+69.5% |
| Participation rate | 67.6% | 41.7%+25.9pp | 52.5%+15.1pp | 67.6%-0.1pp |
| Annual return | 16.30% | 35.24%-18.9pp | 1705.95%-1689.6pp | 35.63%-19.3pp |
| Employer contribution / active EE | $1,200 | $670+79.1% | $1,039+15.4% | $2,756-56.5% |
| Participant deferral / active EE | $3,086 | $1,227+151.5% | $1,952+58.1% | $4,297-28.2% |
| Admin fee / account holder | $5,299 | $2,431+118.0% | $2,822+87.8% | $6,935-23.6% |