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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 | $139,209 | $65,566+112.3% | $86,235+61.4% | $75,177+85.2% |
| Participation rate | 62.5% | 60.5%+2.0pp | 69.0%-6.5pp | 67.2%-4.7pp |
| Annual return | 33.22% | 46.07%-12.9pp | 1170.03%-1136.8pp | 160.75%-127.5pp |
| Employer contribution / active EE | $502 | $1,553-67.7% | $2,381-78.9% | $2,671-81.2% |
| Participant deferral / active EE | $5,134 | $3,023+69.8% | $3,987+28.8% | $4,126+24.4% |
| Admin fee / account holder | $784 | $5,470-85.7% | $6,856-88.6% | $5,651-86.1% |