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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 | $224,698 | $162,529+38.3% | $130,788+71.8% | $154,746+45.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 16.43% | 510.48%-494.0pp | 386.44%-370.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,049 | $4,447-53.9% | $3,558-42.4% | $4,379-53.2% |
| Participant deferral / active EE | $5,381 | $4,808+11.9% | $4,137+30.1% | $6,730-20.1% |
| Admin fee / account holder | $1,099 | $7,669-85.7% | $6,673-83.5% | $14,365-92.4% |