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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 | $72,071+189.7% | $68,368+205.4% | $137,256+52.1% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.0%-67.5pp |
| Annual return | 14.42% | 353.14%-338.7pp | 292.57%-278.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $819 | $2,788-70.6% | $2,649-69.1% | $4,156-80.3% |
| Participant deferral / active EE | $2,097 | $4,410-52.5% | $4,123-49.1% | $6,407-67.3% |
| Admin fee / account holder | $2,222 | $5,336-58.3% | $5,150-56.8% | $12,270-81.9% |