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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 | $119,125 | $65,961+80.6% | $180,320-33.9% | $94,015+26.7% |
| Participation rate | 56.7% | 61.3%-4.6pp | 71.5%-14.9pp | 70.8%-14.2pp |
| Annual return | 11.41% | 14.27%-2.9pp | 778.54%-767.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $4,629 | $1,737+166.4% | $4,108+12.7% | $2,790+65.9% |
| Participant deferral / active EE | $3,673 | $3,003+22.3% | $4,304-14.7% | $4,249-13.6% |
| Admin fee / account holder | $6,850 | $4,901+39.8% | $10,000-31.5% | $8,951-23.5% |