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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 | $171,492+44.5% | $150,734+64.4% | $198,609+24.8% |
| Participation rate | 37.5% | 81.4%-43.9pp | 78.4%-40.9pp | 82.4%-44.9pp |
| Annual return | 15.94% | 804.70%-788.8pp | 600.81%-584.9pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,909 | $5,470-65.1% | $4,918-61.2% | $5,055-62.2% |
| Participant deferral / active EE | $7,975 | $6,259+27.4% | $5,610+42.2% | $6,977+14.3% |
| Admin fee / account holder | $809 | $17,628-95.4% | $14,905-94.6% | $19,030-95.8% |