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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 | $241,586 | $166,089+45.5% | $164,928+46.5% | $145,978+65.5% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 11.93% | 100.26%-88.3pp | 70.08%-58.1pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,157 | $5,276-78.1% | $4,343-73.4% | $4,662-75.2% |
| Participant deferral / active EE | $9,882 | $6,961+41.9% | $6,034+63.8% | $6,690+47.7% |
| Admin fee / account holder | $32,921 | $16,641+97.8% | $12,684+159.5% | $13,400+145.7% |