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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 | $247,107 | $106,236+132.6% | $96,496+156.1% | $139,427+77.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 28.42% | 38.43%-10.0pp | 35.70%-7.3pp | 373.27%-344.8pp |
| Employer contribution / active EE | $42,396 | $4,104+933.0% | $3,738+1034.2% | $4,752+792.2% |
| Participant deferral / active EE | $15,000 | $5,455+175.0% | $4,879+207.5% | $6,711+123.5% |
| Admin fee / account holder | $1,404 | $7,879-82.2% | $6,731-79.1% | $11,404-87.7% |