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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 | $48,011+159.7% | $63,803+95.4% | $82,637+50.9% |
| Participation rate | 51.7% | 66.6%-14.8pp | 72.7%-21.0pp | 68.1%-16.3pp |
| Annual return | 13.48% | 19.84%-6.4pp | 543.72%-530.2pp | 53.51%-40.0pp |
| Employer contribution / active EE | $3,488 | $1,904+83.2% | $2,532+37.7% | $2,552+36.7% |
| Participant deferral / active EE | $4,450 | $2,846+56.3% | $3,843+15.8% | $4,126+7.8% |
| Admin fee / account holder | $16,885 | $3,873+335.9% | $5,196+224.9% | $7,339+130.1% |