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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 | $201,576 | $72,071+179.7% | $68,368+194.8% | $137,256+46.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 16.03% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,850 | $2,788+2.2% | $2,649+7.6% | $4,156-31.4% |
| Participant deferral / active EE | $5,355 | $4,410+21.4% | $4,123+29.9% | $6,407-16.4% |
| Admin fee / account holder | $9,424 | $5,336+76.6% | $5,150+83.0% | $12,270-23.2% |