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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 | $220,103 | $106,008+107.6% | $92,240+138.6% | $147,586+49.1% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 20.96% | 50.05%-29.1pp | 176.29%-155.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $8,489 | $4,333+95.9% | $3,680+130.7% | $4,876+74.1% |
| Participant deferral / active EE | $5,212 | $4,478+16.4% | $3,897+33.7% | $5,439-4.2% |
| Admin fee / account holder | $637 | $6,333-89.9% | $5,194-87.7% | $10,886-94.2% |