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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 | $247,853 | $129,737+91.0% | $119,126+108.1% | $154,746+60.2% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 15.94% | 379.08%-363.1pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,909 | $4,375-56.4% | $4,034-52.7% | $4,379-56.4% |
| Participant deferral / active EE | $7,975 | $5,842+36.5% | $5,318+50.0% | $6,730+18.5% |
| Admin fee / account holder | $809 | $11,961-93.2% | $10,693-92.4% | $14,365-94.4% |