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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 | $216,869 | $125,778+72.4% | $114,563+89.3% | $154,746+40.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 10.13% | 295.14%-285.0pp | 241.09%-231.0pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,440 | $2,806-13.0% | $2,592-5.8% | $4,379-44.3% |
| Participant deferral / active EE | $3,629 | $4,445-18.3% | $4,142-12.4% | $6,730-46.1% |
| Admin fee / account holder | $84,186 | $8,190+927.9% | $7,623+1004.3% | $14,365+486.0% |