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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 | $210,898 | $96,643+118.2% | $86,617+143.5% | $139,456+51.2% |
| Participation rate | 36.8% | 74.4%-37.6pp | 71.7%-34.9pp | 80.3%-43.5pp |
| Annual return | 20.15% | 106.57%-86.4pp | 591.91%-571.8pp | 373.45%-353.3pp |
| Employer contribution / active EE | $814 | $3,264-75.1% | $3,023-73.1% | $4,753-82.9% |
| Participant deferral / active EE | $7,153 | $4,835+47.9% | $4,437+61.2% | $6,711+6.6% |
| Admin fee / account holder | $965 | $6,406-84.9% | $5,613-82.8% | $11,407-91.5% |