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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 | $139,091 | $85,766+62.2% | $136,298+2.0% | $70,126+98.3% |
| Participation rate | 60.7% | 74.2%-13.4pp | 81.9%-21.2pp | 69.5%-8.8pp |
| Annual return | 19.87% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,765 | $2,966-40.5% | $4,696-62.4% | $2,343-24.6% |
| Participant deferral / active EE | $4,656 | $5,051-7.8% | $6,247-25.5% | $3,332+39.7% |
| Admin fee / account holder | $3,258 | $5,421-39.9% | $9,244-64.8% | $4,645-29.9% |