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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 | $227,292 | $183,539+23.8% | $155,556+46.1% | $145,897+55.8% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 19.14% | 61.31%-42.2pp | 64.84%-45.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $1,940 | $5,315-63.5% | $4,675-58.5% | $4,663-58.4% |
| Participant deferral / active EE | $3,984 | $6,467-38.4% | $5,631-29.3% | $6,689-40.4% |
| Admin fee / account holder | $964 | $19,275-95.0% | $15,885-93.9% | $13,390-92.8% |