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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 | $140,856 | $60,128+134.3% | $90,440+55.7% | $79,852+76.4% |
| Participation rate | 48.6% | 65.0%-16.4pp | 72.7%-24.1pp | 69.6%-21.1pp |
| Annual return | 26.67% | 71.95%-45.3pp | 1294.38%-1267.7pp | 31.72%-5.1pp |
| Employer contribution / active EE | $1,375 | $2,068-33.5% | $3,263-57.9% | $2,471-44.4% |
| Participant deferral / active EE | $3,258 | $2,939+10.9% | $3,964-17.8% | $3,740-12.9% |
| Admin fee / account holder | $4,436 | $3,977+11.5% | $5,615-21.0% | $5,306-16.4% |