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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 | $162,587 | $72,071+125.6% | $68,368+137.8% | $137,256+18.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.79% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,679 | $2,788+103.7% | $2,649+114.4% | $4,156+36.6% |
| Participant deferral / active EE | $3,936 | $4,410-10.8% | $4,123-4.5% | $6,407-38.6% |
| Admin fee / account holder | $15,217 | $5,336+185.2% | $5,150+195.5% | $12,270+24.0% |