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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 | $248,422 | $102,595+142.1% | $94,057+164.1% | $154,746+60.5% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 14.57% | 583.42%-568.8pp | 480.62%-466.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,544 | $3,147-19.2% | $2,933-13.3% | $4,379-41.9% |
| Participant deferral / active EE | $7,824 | $5,118+52.9% | $4,709+66.1% | $6,730+16.2% |
| Admin fee / account holder | $8,091 | $7,736+4.6% | $7,244+11.7% | $14,365-43.7% |