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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 | $68,265 | $49,896+36.8% | $80,627-15.3% | $75,173-9.2% |
| Participation rate | 50.7% | 55.3%-4.6pp | 67.0%-16.3pp | 67.2%-16.5pp |
| Annual return | 17.39% | 34.67%-17.3pp | 936.76%-919.4pp | 160.72%-143.3pp |
| Employer contribution / active EE | $3,492 | $1,699+105.6% | $2,723+28.3% | $2,671+30.7% |
| Participant deferral / active EE | $11,226 | $2,992+275.2% | $4,443+152.7% | $4,126+172.1% |
| Admin fee / account holder | $13,710 | $3,578+283.2% | $5,381+154.8% | $5,651+142.6% |