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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 | $112,040 | $49,164+127.9% | $121,169-7.5% | $75,181+49.0% |
| Participation rate | 38.6% | 55.4%-16.8pp | 69.5%-30.9pp | 67.2%-28.6pp |
| Annual return | 22.74% | 56.03%-33.3pp | 986.71%-964.0pp | 160.69%-137.9pp |
| Employer contribution / active EE | $1,317 | $1,546-14.9% | $4,168-68.4% | $2,671-50.7% |
| Participant deferral / active EE | $3,391 | $2,628+29.0% | $4,083-16.9% | $4,126-17.8% |
| Admin fee / account holder | $456 | $3,942-88.4% | $5,645-91.9% | $5,650-91.9% |