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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 | $128,309 | $89,259+43.7% | $107,187+19.7% | $82,637+55.3% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 91.51% | 21.02%+70.5pp | 204.55%-113.0pp | 53.51%+38.0pp |
| Employer contribution / active EE | $1,683 | $3,080-45.4% | $3,782-55.5% | $2,552-34.0% |
| Participant deferral / active EE | $3,143 | $4,037-22.2% | $5,096-38.3% | $4,126-23.8% |
| Admin fee / account holder | $410 | $7,381-94.4% | $9,162-95.5% | $7,339-94.4% |