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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 | $223,897 | $107,363+108.5% | $92,909+141.0% | $152,897+46.4% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 25.45% | 145.63%-120.2pp | 109.44%-84.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,236 | $4,222-70.7% | $3,653-66.2% | $4,764-74.1% |
| Participant deferral / active EE | $4,022 | $4,848-17.0% | $4,238-5.1% | $5,851-31.3% |
| Admin fee / account holder | $687 | $7,082-90.3% | $5,795-88.1% | $11,599-94.1% |