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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 | $98,025 | $45,123+117.2% | $85,240+15.0% | $74,478+31.6% |
| Participation rate | 57.8% | 49.4%+8.4pp | 67.5%-9.7pp | 67.2%-9.4pp |
| Annual return | 13.72% | 26.32%-12.6pp | 66.75%-53.0pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,701 | $1,459+16.6% | $2,735-37.8% | $2,626-35.2% |
| Participant deferral / active EE | $4,616 | $2,736+68.7% | $4,527+2.0% | $4,350+6.1% |
| Admin fee / account holder | $5,967 | $2,215+169.4% | $6,165-3.2% | $1,946+206.7% |