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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 | $249,545 | $125,184+99.3% | $105,607+136.3% | $145,884+71.1% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 17.07% | 225.00%-207.9pp | 116.11%-99.0pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,435 | $3,720-61.4% | $3,167-54.7% | $4,662-69.2% |
| Participant deferral / active EE | $2,848 | $5,714-50.2% | $5,011-43.2% | $6,690-57.4% |
| Admin fee / account holder | $6,391 | $17,133-62.7% | $10,958-41.7% | $13,392-52.3% |