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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 | $110,039+82.9% | $97,260+106.9% | $145,884+38.0% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 10.38% | 244.44%-234.1pp | 75.54%-65.2pp | 551.85%-541.5pp |
| Employer contribution / active EE | $398 | $3,074-87.1% | $2,721-85.4% | $4,662-91.5% |
| Participant deferral / active EE | $2,542 | $4,674-45.6% | $4,262-40.4% | $6,690-62.0% |
| Admin fee / account holder | $2,520 | $6,204-59.4% | $5,640-55.3% | $13,392-81.2% |