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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 | $222,464 | $166,131+33.9% | $164,975+34.8% | $145,877+52.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 18.27% | 100.37%-82.1pp | 70.12%-51.8pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,076 | $5,276-60.7% | $4,343-52.2% | $4,663-55.5% |
| Participant deferral / active EE | $9,080 | $6,962+30.4% | $6,033+50.5% | $6,691+35.7% |
| Admin fee / account holder | $700 | $16,648-95.8% | $12,688-94.5% | $13,402-94.8% |