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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 | $133,467 | $64,324+107.5% | $118,914+12.2% | $79,856+67.1% |
| Participation rate | 69.2% | 64.9%+4.4pp | 75.4%-6.2pp | 69.6%-0.4pp |
| Annual return | 142.44% | 86.45%+56.0pp | 35.89%+106.6pp | 31.71%+110.7pp |
| Employer contribution / active EE | $1,217 | $1,836-33.7% | $3,264-62.7% | $2,471-50.7% |
| Participant deferral / active EE | $3,957 | $2,824+40.1% | $4,266-7.2% | $3,741+5.8% |
| Admin fee / account holder | $1,025 | $4,040-74.6% | $6,582-84.4% | $5,306-80.7% |