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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 | $220,211 | $115,810+90.1% | $101,271+117.4% | $158,966+38.5% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | 13.96% | 56.15%-42.2pp | 46.48%-32.5pp | 302.95%-289.0pp |
| Employer contribution / active EE | $2,377 | $4,175-43.1% | $3,660-35.0% | $4,762-50.1% |
| Participant deferral / active EE | $5,850 | $4,958+18.0% | $4,371+33.8% | $5,983-2.2% |
| Admin fee / account holder | $480 | $7,248-93.4% | $5,948-91.9% | $11,250-95.7% |