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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 | $86,017 | $29,733+189.3% | $56,025+53.5% | $80,959+6.2% |
| Participation rate | 31.0% | 41.7%-10.7pp | 52.5%-21.5pp | 67.7%-36.6pp |
| Annual return | 12.96% | 35.28%-22.3pp | 1712.69%-1699.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,776 | $672+164.4% | $1,042+70.6% | $2,757-35.6% |
| Participant deferral / active EE | $4,535 | $1,229+268.9% | $1,955+132.0% | $4,300+5.5% |
| Admin fee / account holder | $920 | $2,434-62.2% | $2,828-67.5% | $6,925-86.7% |