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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 | $222,496 | $102,422+117.2% | $147,117+51.2% | $80,959+174.8% |
| Participation rate | 60.7% | 75.9%-15.2pp | 82.2%-21.5pp | 67.7%-7.0pp |
| Annual return | 30.81% | 135.16%-104.3pp | 420.54%-389.7pp | 35.67%-4.9pp |
| Employer contribution / active EE | $2,763 | $3,717-25.7% | $4,932-44.0% | $2,757+0.2% |
| Participant deferral / active EE | $4,681 | $6,652-29.6% | $8,065-42.0% | $4,300+8.9% |
| Admin fee / account holder | $1,673 | $7,953-79.0% | $12,993-87.1% | $6,925-75.8% |