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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 | $213,998 | $67,823+215.5% | $52,425+308.2% | $137,256+55.9% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 15.46% | 219.11%-203.6pp | 302.12%-286.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,375 | $1,163+18.2% | $914+50.4% | $4,156-66.9% |
| Participant deferral / active EE | $5,583 | $2,288+144.0% | $1,790+211.8% | $6,407-12.9% |
| Admin fee / account holder | $30,403 | $2,844+968.9% | $2,495+1118.6% | $12,270+147.8% |