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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 | $217,693 | $148,623+46.5% | $135,974+60.1% | $139,466+56.1% |
| Participation rate | 45.0% | 83.9%-38.9pp | 81.9%-36.9pp | 80.3%-35.3pp |
| Annual return | 22.70% | 79.30%-56.6pp | 68.30%-45.6pp | 373.66%-351.0pp |
| Employer contribution / active EE | $2,144 | $5,246-59.1% | $4,859-55.9% | $4,754-54.9% |
| Participant deferral / active EE | $6,211 | $8,103-23.4% | $7,760-20.0% | $6,712-7.5% |
| Admin fee / account holder | $44,040 | $12,406+255.0% | $10,767+309.0% | $11,409+286.0% |