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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 | $124,674 | $51,184+143.6% | $66,439+87.7% | $86,983+43.3% |
| Participation rate | 51.7% | 68.5%-16.8pp | 74.5%-22.8pp | 69.5%-17.8pp |
| Annual return | 13.48% | 17.07%-3.6pp | 757.66%-744.2pp | 25.83%-12.4pp |
| Employer contribution / active EE | $3,488 | $2,023+72.4% | $2,637+32.3% | $2,584+34.9% |
| Participant deferral / active EE | $4,450 | $2,927+52.0% | $3,876+14.8% | $4,194+6.1% |
| Admin fee / account holder | $16,885 | $4,154+306.4% | $6,173+173.5% | $7,856+114.9% |