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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 | $203,739 | $110,093+85.1% | $97,295+109.4% | $145,897+39.6% |
| Participation rate | 36.4% | 75.9%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 27.60% | 244.76%-217.2pp | 75.62%-48.0pp | 552.29%-524.7pp |
| Employer contribution / active EE | $656 | $3,077-78.7% | $2,723-75.9% | $4,663-85.9% |
| Participant deferral / active EE | $2,091 | $4,678-55.3% | $4,264-51.0% | $6,689-68.7% |
| Admin fee / account holder | $8,704 | $6,212+40.1% | $5,646+54.1% | $13,390-35.0% |