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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 | $68,097+187.2% | $62,929+210.8% | $137,256+42.5% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 13.67% | 1859.11%-1845.4pp | 1063.93%-1050.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,363 | $2,811+19.6% | $2,505+34.3% | $4,156-19.1% |
| Participant deferral / active EE | $8,425 | $4,553+85.1% | $3,888+116.7% | $6,407+31.5% |
| Admin fee / account holder | $1,024 | $6,521-84.3% | $5,065-79.8% | $12,270-91.7% |