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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 | $207,559 | $102,595+102.3% | $94,057+120.7% | $154,746+34.1% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | 15.97% | 583.42%-567.4pp | 480.62%-464.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,070 | $3,147-66.0% | $2,933-63.5% | $4,379-75.6% |
| Participant deferral / active EE | $8,720 | $5,118+70.4% | $4,709+85.2% | $6,730+29.6% |
| Admin fee / account holder | $813 | $7,736-89.5% | $7,244-88.8% | $14,365-94.3% |