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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 | $122,418 | $85,171+43.7% | $172,752-29.1% | $72,975+67.8% |
| Participation rate | 57.1% | 70.1%-12.9pp | 82.6%-25.5pp | 69.5%-12.3pp |
| Annual return | 31.52% | 27.32%+4.2pp | 802.97%-771.5pp | 81.01%-49.5pp |
| Employer contribution / active EE | $1,903 | $3,324-42.7% | $5,144-63.0% | $2,440-22.0% |
| Participant deferral / active EE | $3,443 | $3,260+5.6% | $5,198-33.8% | $3,608-4.6% |
| Admin fee / account holder | $865 | $5,880-85.3% | $13,955-93.8% | $5,124-83.1% |