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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 | $149,040+50.8% | $120,225+86.9% | $137,256+63.7% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 16.43% | 605.68%-589.3pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,049 | $4,350-52.9% | $3,475-41.1% | $4,156-50.7% |
| Participant deferral / active EE | $5,381 | $4,655+15.6% | $3,999+34.6% | $6,407-16.0% |
| Admin fee / account holder | $1,099 | $6,348-82.7% | $5,696-80.7% | $12,270-91.0% |