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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 | $114,626 | $49,897+129.7% | $80,648+42.1% | $75,177+52.5% |
| Participation rate | 68.3% | 55.3%+13.0pp | 67.0%+1.3pp | 67.2%+1.1pp |
| Annual return | 24.29% | 34.68%-10.4pp | 937.21%-912.9pp | 160.75%-136.5pp |
| Employer contribution / active EE | $5,571 | $1,699+227.9% | $2,724+104.6% | $2,671+108.6% |
| Participant deferral / active EE | $8,620 | $2,992+188.1% | $4,443+94.0% | $4,126+108.9% |
| Admin fee / account holder | $8,513 | $3,579+137.9% | $5,382+58.2% | $5,651+50.6% |