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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 | $227,667 | $134,817+68.9% | $123,973+83.6% | $155,188+46.7% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 18.64% | 515.49%-496.9pp | 388.13%-369.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,799 | $4,425-59.3% | $4,126-56.4% | $4,248-57.6% |
| Participant deferral / active EE | $6,361 | $5,706+11.5% | $5,247+21.2% | $6,531-2.6% |
| Admin fee / account holder | $443 | $13,245-96.7% | $11,799-96.2% | $14,480-96.9% |