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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 | $216,739 | $72,071+200.7% | $68,368+217.0% | $137,256+57.9% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 15.33% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $500 | $2,788-82.1% | $2,649-81.1% | $4,156-88.0% |
| Participant deferral / active EE | $4,907 | $4,410+11.3% | $4,123+19.0% | $6,407-23.4% |
| Admin fee / account holder | $3,157 | $5,336-40.8% | $5,150-38.7% | $12,270-74.3% |