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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 | $131,442 | $65,555+100.5% | $86,216+52.5% | $75,173+74.9% |
| Participation rate | 39.1% | 60.5%-21.4pp | 69.0%-29.8pp | 67.2%-28.1pp |
| Annual return | 15.30% | 46.07%-30.8pp | 1169.42%-1154.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $3,914 | $1,553+152.0% | $2,382+64.4% | $2,671+46.5% |
| Participant deferral / active EE | $4,265 | $3,023+41.1% | $3,986+7.0% | $4,126+3.4% |
| Admin fee / account holder | $1,810 | $5,469-66.9% | $6,853-73.6% | $5,651-68.0% |