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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 | $244,152 | $134,817+81.1% | $123,973+96.9% | $155,188+57.3% |
| Participation rate | 36.8% | 79.4%-42.6pp | 76.7%-39.8pp | 80.8%-44.0pp |
| Annual return | 15.91% | 515.49%-499.6pp | 388.13%-372.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $990 | $4,425-77.6% | $4,126-76.0% | $4,248-76.7% |
| Participant deferral / active EE | $2,042 | $5,706-64.2% | $5,247-61.1% | $6,531-68.7% |
| Admin fee / account holder | $1,201 | $13,245-90.9% | $11,799-89.8% | $14,480-91.7% |