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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 | $213,970 | $107,363+99.3% | $92,909+130.3% | $152,897+39.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 19.11% | 145.63%-126.5pp | 109.44%-90.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,019 | $4,222-75.9% | $3,653-72.1% | $4,764-78.6% |
| Participant deferral / active EE | $4,185 | $4,848-13.7% | $4,238-1.2% | $5,851-28.5% |
| Admin fee / account holder | $2,110 | $7,082-70.2% | $5,795-63.6% | $11,599-81.8% |