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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 | $202,372 | $100,895+100.6% | $90,430+123.8% | $158,950+27.3% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.7%-31.0pp | 82.0%-40.3pp |
| Annual return | 15.87% | 1725.54%-1709.7pp | 1293.73%-1277.9pp | 302.91%-287.0pp |
| Employer contribution / active EE | $1,395 | $3,689-62.2% | $3,262-57.2% | $4,762-70.7% |
| Participant deferral / active EE | $3,278 | $4,347-24.6% | $3,963-17.3% | $5,983-45.2% |
| Admin fee / account holder | $575 | $6,505-91.2% | $5,613-89.8% | $11,248-94.9% |