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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 | $238,576 | $102,595+132.5% | $94,057+153.6% | $154,746+54.2% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 80.7%-17.1pp |
| Annual return | 14.67% | 583.42%-568.7pp | 480.62%-466.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,146 | $3,147-31.8% | $2,933-26.8% | $4,379-51.0% |
| Participant deferral / active EE | $6,023 | $5,118+17.7% | $4,709+27.9% | $6,730-10.5% |
| Admin fee / account holder | $2,347 | $7,736-69.7% | $7,244-67.6% | $14,365-83.7% |