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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 | $237,338 | $208,088+14.1% | $186,193+27.5% | $154,746+53.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 11.00% | 89.97%-79.0pp | 78.03%-67.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $2,083 | $4,340-52.0% | $3,918-46.8% | $4,379-52.4% |
| Participant deferral / active EE | $22,967 | $7,078+224.5% | $6,513+252.6% | $6,730+241.2% |
| Admin fee / account holder | $59,534 | $11,698+408.9% | $11,058+438.4% | $14,365+314.4% |