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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 | $127,762 | $47,479+169.1% | $62,929+103.0% | $82,448+55.0% |
| Participation rate | 53.5% | 66.9%-13.4pp | 73.1%-19.6pp | 68.1%-14.6pp |
| Annual return | 15.42% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,472 | $1,885+31.1% | $2,505-1.3% | $2,551-3.1% |
| Participant deferral / active EE | $4,416 | $2,870+53.8% | $3,888+13.6% | $4,139+6.7% |
| Admin fee / account holder | $3,371 | $3,804-11.4% | $5,065-33.4% | $7,234-53.4% |