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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 | $45,043+117.6% | $85,063+15.2% | $74,400+31.8% |
| Participation rate | 57.8% | 49.4%+8.4pp | 67.5%-9.7pp | 67.2%-9.4pp |
| Annual return | 13.72% | 26.26%-12.5pp | 66.54%-52.8pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $1,701 | $1,458+16.7% | $2,727-37.6% | $2,624-35.2% |
| Participant deferral / active EE | $4,616 | $2,733+68.9% | $4,523+2.1% | $4,348+6.2% |
| Admin fee / account holder | $5,967 | $2,210+170.0% | $6,155-3.1% | $1,944+207.0% |