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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 | $208,039 | $110,093+89.0% | $97,295+113.8% | $145,897+42.6% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 9.75% | 244.76%-235.0pp | 75.62%-65.9pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,067 | $3,077-65.3% | $2,723-60.8% | $4,663-77.1% |
| Participant deferral / active EE | $7,295 | $4,678+55.9% | $4,264+71.1% | $6,689+9.1% |
| Admin fee / account holder | $1,283 | $6,212-79.3% | $5,646-77.3% | $13,390-90.4% |