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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 | $212,483 | $72,071+194.8% | $68,368+210.8% | $137,256+54.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 14.46% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,335 | $2,788-16.2% | $2,649-11.8% | $4,156-43.8% |
| Participant deferral / active EE | $5,401 | $4,410+22.5% | $4,123+31.0% | $6,407-15.7% |
| Admin fee / account holder | $3,460 | $5,336-35.2% | $5,150-32.8% | $12,270-71.8% |