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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 | $233,011 | $70,121+232.3% | $63,803+265.2% | $138,895+67.8% |
| Participation rate | 63.6% | 77.2%-13.6pp | 72.7%-9.1pp | 79.9%-16.3pp |
| Annual return | 11.63% | 946.48%-934.8pp | 543.72%-532.1pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,372 | $2,882-17.7% | $2,532-6.3% | $4,194-43.5% |
| Participant deferral / active EE | $9,341 | $4,535+106.0% | $3,843+143.1% | $6,396+46.0% |
| Admin fee / account holder | $4,876 | $6,738-27.6% | $5,196-6.2% | $12,562-61.2% |