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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 | $232,977 | $102,429+127.5% | $147,096+58.4% | $80,925+187.9% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 15.58% | 135.02%-119.4pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $5,592 | $3,716+50.5% | $4,936+13.3% | $2,756+102.9% |
| Participant deferral / active EE | $3,894 | $6,649-41.4% | $8,071-51.7% | $4,299-9.4% |
| Admin fee / account holder | $5,061 | $7,957-36.4% | $13,005-61.1% | $6,940-27.1% |