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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 | $230,539 | $72,071+219.9% | $68,368+237.2% | $137,256+68.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 21.33% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,463 | $2,788-11.7% | $2,649-7.0% | $4,156-40.7% |
| Participant deferral / active EE | $5,968 | $4,410+35.3% | $4,123+44.8% | $6,407-6.8% |
| Admin fee / account holder | $1,447 | $5,336-72.9% | $5,150-71.9% | $12,270-88.2% |