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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 | $108,443 | $48,570+123.3% | $130,660-17.0% | $72,975+48.6% |
| Participation rate | 39.2% | 58.6%-19.4pp | 71.7%-32.5pp | 69.5%-30.3pp |
| Annual return | 23.70% | 38.63%-14.9pp | 1709.29%-1685.6pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,140 | $1,334-14.5% | $4,092-72.1% | $2,440-53.3% |
| Participant deferral / active EE | $2,359 | $2,384-1.0% | $3,603-34.5% | $3,608-34.6% |
| Admin fee / account holder | $726 | $3,549-79.6% | $5,463-86.7% | $5,124-85.8% |