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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 | $167,030+34.5% | $135,768+65.5% | $155,188+44.8% |
| Participation rate | 33.3% | 76.2%-42.8pp | 71.1%-37.7pp | 80.8%-47.5pp |
| Annual return | 16.43% | 678.39%-662.0pp | 526.10%-509.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,049 | $4,132-50.4% | $3,394-39.6% | $4,248-51.8% |
| Participant deferral / active EE | $5,381 | $4,528+18.8% | $3,977+35.3% | $6,531-17.6% |
| Admin fee / account holder | $1,099 | $8,172-86.6% | $7,048-84.4% | $14,480-92.4% |