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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 | $70,366+227.6% | $66,674+245.8% | $138,895+66.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 21.33% | 386.41%-365.1pp | 321.24%-299.9pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,463 | $2,765-10.9% | $2,620-6.0% | $4,194-41.3% |
| Participant deferral / active EE | $5,968 | $4,374+36.4% | $4,084+46.1% | $6,396-6.7% |
| Admin fee / account holder | $1,447 | $5,262-72.5% | $5,098-71.6% | $12,562-88.5% |