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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 | $208,771 | $102,595+103.5% | $94,057+122.0% | $154,746+34.9% |
| Participation rate | 12.5% | 76.0%-63.5pp | 73.3%-60.8pp | 80.7%-68.2pp |
| Annual return | 14.42% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $819 | $3,147-74.0% | $2,933-72.1% | $4,379-81.3% |
| Participant deferral / active EE | $2,097 | $5,118-59.0% | $4,709-55.5% | $6,730-68.8% |
| Admin fee / account holder | $2,222 | $7,736-71.3% | $7,244-69.3% | $14,365-84.5% |