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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 | $228,182 | $110,551+106.4% | $80,741+182.6% | $167,536+36.2% |
| Participation rate | 62.5% | 64.0%-1.5pp | 54.2%+8.3pp | 82.1%-19.6pp |
| Annual return | 16.69% | 120.57%-103.9pp | 87.30%-70.6pp | 478.82%-462.1pp |
| Employer contribution / active EE | $1,921 | $1,543+24.5% | $1,160+65.5% | $4,839-60.3% |
| Participant deferral / active EE | $3,580 | $2,870+24.7% | $2,145+66.9% | $6,342-43.6% |
| Admin fee / account holder | $2,125 | $4,547-53.3% | $3,380-37.1% | $12,315-82.7% |