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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 | $222,486 | $134,817+65.0% | $123,973+79.5% | $155,188+43.4% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.7%-31.7pp | 80.8%-35.8pp |
| Annual return | 17.71% | 515.49%-497.8pp | 388.13%-370.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,221 | $4,425-49.8% | $4,126-46.2% | $4,248-47.7% |
| Participant deferral / active EE | $5,078 | $5,706-11.0% | $5,247-3.2% | $6,531-22.2% |
| Admin fee / account holder | $1,677 | $13,245-87.3% | $11,799-85.8% | $14,480-88.4% |