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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 | $174,651 | $102,385+70.6% | $147,080+18.7% | $80,935+115.8% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 15.05% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,962 | $3,717-20.3% | $4,933-40.0% | $2,757+7.4% |
| Participant deferral / active EE | $7,492 | $6,651+12.6% | $8,066-7.1% | $4,299+74.2% |
| Admin fee / account holder | $8,995 | $7,951+13.1% | $12,989-30.7% | $6,924+29.9% |