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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 | $114,489 | $49,896+129.5% | $80,627+42.0% | $75,173+52.3% |
| Participation rate | 36.7% | 55.3%-18.6pp | 67.0%-30.3pp | 67.2%-30.5pp |
| Annual return | 16.49% | 34.67%-18.2pp | 936.76%-920.3pp | 160.72%-144.2pp |
| Employer contribution / active EE | $1,024 | $1,699-39.7% | $2,723-62.4% | $2,671-61.7% |
| Participant deferral / active EE | $2,192 | $2,992-26.7% | $4,443-50.7% | $4,126-46.9% |
| Admin fee / account holder | $4,315 | $3,578+20.6% | $5,381-19.8% | $5,651-23.6% |