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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 | $228,733 | $104,937+118.0% | $84,628+170.3% | $152,897+49.6% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.5%-25.3pp |
| Annual return | 32.89% | 373.88%-341.0pp | 258.80%-225.9pp | 345.43%-312.5pp |
| Employer contribution / active EE | $1,368 | $3,303-58.6% | $2,653-48.5% | $4,764-71.3% |
| Participant deferral / active EE | $4,508 | $4,690-3.9% | $3,900+15.6% | $5,851-22.9% |
| Admin fee / account holder | $1,250 | $6,243-80.0% | $4,914-74.6% | $11,599-89.2% |