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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 | $233,329 | $109,372+113.3% | $89,414+161.0% | $158,966+46.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 14.91% | 345.55%-330.6pp | 245.50%-230.6pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,331 | $3,171-58.0% | $2,586-48.6% | $4,762-72.1% |
| Participant deferral / active EE | $3,196 | $4,598-30.5% | $3,890-17.8% | $5,983-46.6% |
| Admin fee / account holder | $9,639 | $6,156+56.6% | $4,883+97.4% | $11,250-14.3% |