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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 | $70,366+131.1% | $66,674+143.9% | $138,895+17.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 16.79% | 386.41%-369.6pp | 321.24%-304.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $5,679 | $2,765+105.4% | $2,620+116.7% | $4,194+35.4% |
| Participant deferral / active EE | $3,936 | $4,374-10.0% | $4,084-3.6% | $6,396-38.5% |
| Admin fee / account holder | $15,217 | $5,262+189.2% | $5,098+198.5% | $12,562+21.1% |