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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 | $102,429+62.4% | $147,096+13.1% | $80,925+105.6% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 15.14% | 135.02%-119.9pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $4,295 | $3,716+15.6% | $4,936-13.0% | $2,756+55.8% |
| Participant deferral / active EE | $10,428 | $6,649+56.8% | $8,071+29.2% | $4,299+142.6% |
| Admin fee / account holder | $2,041 | $7,957-74.3% | $13,005-84.3% | $6,940-70.6% |