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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 | $215,995 | $111,830+93.1% | $93,696+130.5% | $145,884+48.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 23.46% | 204.08%-180.6pp | 133.74%-110.3pp | 551.85%-528.4pp |
| Employer contribution / active EE | $2,148 | $3,093-30.5% | $2,422-11.3% | $4,662-53.9% |
| Participant deferral / active EE | $8,430 | $4,920+71.3% | $4,417+90.9% | $6,690+26.0% |
| Admin fee / account holder | $1,477 | $10,249-85.6% | $8,287-82.2% | $13,392-89.0% |