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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 | $166,341 | $102,422+62.4% | $147,117+13.1% | $80,959+105.5% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 15.14% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $4,295 | $3,717+15.5% | $4,932-12.9% | $2,757+55.8% |
| Participant deferral / active EE | $10,428 | $6,652+56.8% | $8,065+29.3% | $4,300+142.5% |
| Admin fee / account holder | $2,041 | $7,953-74.3% | $12,993-84.3% | $6,925-70.5% |