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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 | $212,305 | $72,071+194.6% | $68,368+210.5% | $137,256+54.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 18.39% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,924 | $2,788-31.0% | $2,649-27.4% | $4,156-53.7% |
| Participant deferral / active EE | $5,330 | $4,410+20.9% | $4,123+29.3% | $6,407-16.8% |
| Admin fee / account holder | $8,589 | $5,336+61.0% | $5,150+66.8% | $12,270-30.0% |