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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 | $181,781 | $88,702+104.9% | $81,780+122.3% | $145,978+24.5% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 15.47% | 1029.12%-1013.7pp | 776.27%-760.8pp | 550.52%-535.0pp |
| Employer contribution / active EE | $2,919 | $3,084-5.3% | $2,914+0.2% | $4,662-37.4% |
| Participant deferral / active EE | $6,006 | $4,645+29.3% | $4,321+39.0% | $6,690-10.2% |
| Admin fee / account holder | $2,618 | $8,414-68.9% | $7,384-64.6% | $13,400-80.5% |