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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 | $232,582 | $72,071+222.7% | $68,368+240.2% | $137,256+69.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 16.19% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $446 | $2,788-84.0% | $2,649-83.2% | $4,156-89.3% |
| Participant deferral / active EE | $1,876 | $4,410-57.5% | $4,123-54.5% | $6,407-70.7% |
| Admin fee / account holder | $2,469 | $5,336-53.7% | $5,150-52.1% | $12,270-79.9% |