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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 | $219,028 | $102,422+113.8% | $147,117+48.9% | $80,959+170.5% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 21.88% | 135.16%-113.3pp | 420.54%-398.7pp | 35.67%-13.8pp |
| Employer contribution / active EE | $3,097 | $3,717-16.7% | $4,932-37.2% | $2,757+12.3% |
| Participant deferral / active EE | $5,714 | $6,652-14.1% | $8,065-29.1% | $4,300+32.9% |
| Admin fee / account holder | $419 | $7,953-94.7% | $12,993-96.8% | $6,925-94.0% |