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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 | $174,615 | $102,385+70.5% | $147,080+18.7% | $80,935+115.7% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.7%-4.7pp |
| Annual return | 15.76% | 135.09%-119.3pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $3,507 | $3,717-5.7% | $4,933-28.9% | $2,757+27.2% |
| Participant deferral / active EE | $7,355 | $6,651+10.6% | $8,066-8.8% | $4,299+71.1% |
| Admin fee / account holder | $7,001 | $7,951-11.9% | $12,989-46.1% | $6,924+1.1% |