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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 | $234,171 | $111,535+110.0% | $105,223+122.5% | $137,256+70.6% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 16.41% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,933 | $3,939-50.9% | $3,689-47.6% | $4,156-53.5% |
| Participant deferral / active EE | $8,122 | $5,500+47.7% | $5,072+60.2% | $6,407+26.8% |
| Admin fee / account holder | $3,016 | $9,721-69.0% | $8,859-66.0% | $12,270-75.4% |