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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 | $136,984 | $63,346+116.2% | $92,240+48.5% | $70,126+95.3% |
| Participation rate | 43.9% | 68.7%-24.8pp | 76.5%-32.6pp | 69.5%-25.6pp |
| Annual return | 13.30% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,329 | $2,471-46.2% | $3,680-63.9% | $2,343-43.3% |
| Participant deferral / active EE | $3,115 | $2,854+9.1% | $3,897-20.1% | $3,332-6.5% |
| Admin fee / account holder | $5,266 | $3,841+37.1% | $5,194+1.4% | $4,645+13.4% |