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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 | $215,468 | $102,595+110.0% | $94,057+129.1% | $154,746+39.2% |
| Participation rate | 57.9% | 76.0%-18.1pp | 73.3%-15.4pp | 80.7%-22.8pp |
| Annual return | 12.74% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $534 | $3,147-83.0% | $2,933-81.8% | $4,379-87.8% |
| Participant deferral / active EE | $2,772 | $5,118-45.8% | $4,709-41.1% | $6,730-58.8% |
| Admin fee / account holder | $959 | $7,736-87.6% | $7,244-86.8% | $14,365-93.3% |