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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 | $195,714 | $57,305+241.5% | $86,640+125.9% | $75,173+160.4% |
| Participation rate | 48.1% | 63.2%-15.1pp | 71.7%-23.6pp | 67.2%-19.1pp |
| Annual return | 18.60% | 2674.24%-2655.6pp | 592.52%-573.9pp | 160.72%-142.1pp |
| Employer contribution / active EE | $2,348 | $2,316+1.4% | $3,024-22.4% | $2,671-12.1% |
| Participant deferral / active EE | $6,806 | $3,320+105.0% | $4,438+53.3% | $4,126+64.9% |
| Admin fee / account holder | $525 | $4,116-87.2% | $5,616-90.6% | $5,651-90.7% |