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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 | $207,370 | $102,595+102.1% | $94,057+120.5% | $154,746+34.0% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 80.7%-36.3pp |
| Annual return | 18.19% | 583.42%-565.2pp | 480.62%-462.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,264 | $3,147-59.9% | $2,933-56.9% | $4,379-71.1% |
| Participant deferral / active EE | $4,346 | $5,118-15.1% | $4,709-7.7% | $6,730-35.4% |
| Admin fee / account holder | $13,283 | $7,736+71.7% | $7,244+83.3% | $14,365-7.5% |