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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 | $113,410 | $29,733+281.4% | $56,025+102.4% | $80,959+40.1% |
| Participation rate | 68.4% | 41.7%+26.7pp | 52.5%+15.9pp | 67.7%+0.8pp |
| Annual return | 14.90% | 35.28%-20.4pp | 1712.69%-1697.8pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,119 | $672+215.4% | $1,042+103.4% | $2,757-23.2% |
| Participant deferral / active EE | $4,971 | $1,229+304.3% | $1,955+154.3% | $4,300+15.6% |
| Admin fee / account holder | $3,289 | $2,434+35.1% | $2,828+16.3% | $6,925-52.5% |