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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 | $249,751 | $60,139+315.3% | $90,461+176.1% | $79,856+212.8% |
| Participation rate | 58.6% | 65.0%-6.4pp | 72.7%-14.1pp | 69.6%-11.0pp |
| Annual return | 18.19% | 71.96%-53.8pp | 1294.76%-1276.6pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,987 | $2,069-4.0% | $3,264-39.1% | $2,471-19.6% |
| Participant deferral / active EE | $5,879 | $2,939+100.0% | $3,964+48.3% | $3,741+57.2% |
| Admin fee / account holder | $1,769 | $3,978-55.5% | $5,617-68.5% | $5,306-66.7% |