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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 | $240,573 | $134,817+78.4% | $123,973+94.1% | $155,188+55.0% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 20.49% | 515.49%-495.0pp | 388.13%-367.6pp | 148.84%-128.3pp |
| Employer contribution / active EE | $2,085 | $4,425-52.9% | $4,126-49.5% | $4,248-50.9% |
| Participant deferral / active EE | $3,160 | $5,706-44.6% | $5,247-39.8% | $6,531-51.6% |
| Admin fee / account holder | $7,568 | $13,245-42.9% | $11,799-35.9% | $14,480-47.7% |