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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 | $127,741 | $60,442+111.3% | $96,754+32.0% | $87,485+46.0% |
| Participation rate | 29.4% | 58.7%-29.3pp | 70.3%-40.9pp | 68.9%-39.5pp |
| Annual return | 42.93% | 21.97%+21.0pp | 82.04%-39.1pp | 26.06%+16.9pp |
| Employer contribution / active EE | $727 | $1,691-57.0% | $2,679-72.9% | $2,596-72.0% |
| Participant deferral / active EE | $1,464 | $3,280-55.4% | $4,758-69.2% | $4,274-65.8% |
| Admin fee / account holder | $31,035 | $5,069+512.2% | $8,905+248.5% | $7,775+299.2% |