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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 | $195,586 | $76,368+156.1% | $67,681+189.0% | $154,746+26.4% |
| Participation rate | 62.5% | 79.0%-16.5pp | 73.7%-11.2pp | 80.7%-18.2pp |
| Annual return | 13.67% | 1066.77%-1053.1pp | 590.58%-576.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,363 | $3,151+6.7% | $2,678+25.5% | $4,379-23.2% |
| Participant deferral / active EE | $8,425 | $4,824+74.6% | $3,976+111.9% | $6,730+25.2% |
| Admin fee / account holder | $1,024 | $8,559-88.0% | $6,100-83.2% | $14,365-92.9% |