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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 | $212,778 | $105,200+102.3% | $159,474+33.4% | $85,847+147.9% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.8%-23.6pp | 69.3%-10.1pp |
| Annual return | 13.37% | 45.08%-31.7pp | 263.68%-250.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $1,408 | $3,319-57.6% | $4,831-70.9% | $2,565-45.1% |
| Participant deferral / active EE | $5,729 | $5,946-3.6% | $7,353-22.1% | $3,952+45.0% |
| Admin fee / account holder | $4,160 | $6,934-40.0% | $10,802-61.5% | $6,261-33.6% |