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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 | $113,204 | $75,832+49.3% | $147,617-23.3% | $59,633+89.8% |
| Participation rate | 64.3% | 71.6%-7.3pp | 84.6%-20.3pp | 68.7%-4.4pp |
| Annual return | 4.28% | 0.37%+3.9pp | 61.98%-57.7pp | 2041.45%-2037.2pp |
| Employer contribution / active EE | $1,626 | $3,485-53.4% | $5,564-70.8% | $2,203-26.2% |
| Participant deferral / active EE | $3,785 | $3,131+20.9% | $4,895-22.7% | $3,192+18.6% |
| Admin fee / account holder | $9,714 | $5,986+62.3% | $11,612-16.3% | $4,297+126.1% |