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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 | $102,429+113.8% | $147,096+48.9% | $80,925+170.7% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 21.88% | 135.02%-113.1pp | 419.75%-397.9pp | 35.65%-13.8pp |
| Employer contribution / active EE | $3,097 | $3,716-16.7% | $4,936-37.3% | $2,756+12.3% |
| Participant deferral / active EE | $5,714 | $6,649-14.1% | $8,071-29.2% | $4,299+32.9% |
| Admin fee / account holder | $419 | $7,957-94.7% | $13,005-96.8% | $6,940-94.0% |