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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 | $140,773 | $58,311+141.4% | $81,882+71.9% | $80,959+73.9% |
| Participation rate | 29.1% | 63.5%-34.4pp | 72.4%-43.3pp | 67.7%-38.6pp |
| Annual return | 13.21% | 41.85%-28.6pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,195 | $2,347-49.1% | $2,916-59.0% | $2,757-56.6% |
| Participant deferral / active EE | $2,538 | $3,287-22.8% | $4,323-41.3% | $4,300-41.0% |
| Admin fee / account holder | $2,460 | $4,752-48.2% | $7,360-66.6% | $6,925-64.5% |