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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 | $228,956 | $102,595+123.2% | $94,057+143.4% | $154,746+48.0% |
| Participation rate | 36.8% | 76.0%-39.2pp | 73.3%-36.5pp | 80.7%-43.9pp |
| Annual return | 17.74% | 583.42%-565.7pp | 480.62%-462.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $928 | $3,147-70.5% | $2,933-68.4% | $4,379-78.8% |
| Participant deferral / active EE | $5,690 | $5,118+11.2% | $4,709+20.8% | $6,730-15.5% |
| Admin fee / account holder | $1,220 | $7,736-84.2% | $7,244-83.2% | $14,365-91.5% |