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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 | $59,337 | $29,319+102.4% | $52,425+13.2% | $82,448-28.0% |
| Participation rate | 60.0% | 46.9%+13.1pp | 55.6%+4.4pp | 68.1%-8.1pp |
| Annual return | 14.75% | 535.20%-520.5pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,244 | $586+282.7% | $914+145.5% | $2,551-12.0% |
| Participant deferral / active EE | $4,935 | $1,171+321.3% | $1,790+175.6% | $4,139+19.2% |
| Admin fee / account holder | $3,598 | $1,962+83.4% | $2,495+44.2% | $7,234-50.3% |