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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 | $201,257 | $109,908+83.1% | $97,161+107.1% | $145,978+37.9% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 10.38% | 243.80%-233.4pp | 75.36%-65.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $398 | $3,077-87.1% | $2,723-85.4% | $4,662-91.5% |
| Participant deferral / active EE | $2,542 | $4,679-45.7% | $4,265-40.4% | $6,690-62.0% |
| Admin fee / account holder | $2,520 | $6,213-59.4% | $5,647-55.4% | $13,400-81.2% |