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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 | $204,213 | $100,911+102.4% | $90,440+125.8% | $158,966+28.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 23.96% | 1726.62%-1702.7pp | 1294.38%-1270.4pp | 302.95%-279.0pp |
| Employer contribution / active EE | $2,039 | $3,690-44.8% | $3,263-37.5% | $4,762-57.2% |
| Participant deferral / active EE | $7,456 | $4,348+71.5% | $3,964+88.1% | $5,983+24.6% |
| Admin fee / account holder | $2,298 | $6,507-64.7% | $5,615-59.1% | $11,250-79.6% |