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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 | $195,982 | $80,812+142.5% | $160,784+21.9% | $82,448+137.7% |
| Participation rate | 56.6% | 66.2%-9.6pp | 77.0%-20.4pp | 68.1%-11.5pp |
| Annual return | 17.03% | 100.59%-83.6pp | 1803.92%-1786.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,215 | $2,174+1.9% | $3,733-40.7% | $2,551-13.2% |
| Participant deferral / active EE | $5,567 | $4,335+28.4% | $6,293-11.5% | $4,139+34.5% |
| Admin fee / account holder | $2,243 | $7,695-70.9% | $9,717-76.9% | $7,234-69.0% |