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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 | $134,265 | $29,319+357.9% | $52,425+156.1% | $82,448+62.8% |
| Participation rate | 69.2% | 46.9%+22.4pp | 55.6%+13.6pp | 68.1%+1.2pp |
| Annual return | 17.77% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,066 | $586+252.3% | $914+126.0% | $2,551-19.0% |
| Participant deferral / active EE | $5,005 | $1,171+327.3% | $1,790+179.5% | $4,139+20.9% |
| Admin fee / account holder | $7,067 | $1,962+260.2% | $2,495+183.3% | $7,234-2.3% |