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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 | $247,334 | $108,911+127.1% | $100,392+146.4% | $145,884+69.5% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 101.45% | 58.23%+43.2pp | 49.45%+52.0pp | 551.85%-450.4pp |
| Employer contribution / active EE | $3,047 | $4,420-31.1% | $3,941-22.7% | $4,662-34.7% |
| Participant deferral / active EE | $7,940 | $8,459-6.1% | $8,090-1.9% | $6,690+18.7% |
| Admin fee / account holder | $847 | $9,698-91.3% | $7,904-89.3% | $13,392-93.7% |