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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 | $232,564 | $102,429+127.0% | $147,096+58.1% | $80,925+187.4% |
| Participation rate | 68.5% | 75.9%-7.3pp | 82.2%-13.7pp | 67.7%+0.9pp |
| Annual return | 12.78% | 135.02%-122.2pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,706 | $3,716-54.1% | $4,936-65.4% | $2,756-38.1% |
| Participant deferral / active EE | $7,415 | $6,649+11.5% | $8,071-8.1% | $4,299+72.5% |
| Admin fee / account holder | $13,132 | $7,957+65.0% | $13,005+1.0% | $6,940+89.2% |