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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 | $86,189 | $67,823+27.1% | $52,425+64.4% | $137,256-37.2% |
| Participation rate | 54.5% | 63.9%-9.4pp | 55.6%-1.1pp | 80.0%-25.4pp |
| Annual return | 16.38% | 219.11%-202.7pp | 302.12%-285.7pp | 220.34%-204.0pp |
| Employer contribution / active EE | $6,161 | $1,163+429.8% | $914+573.9% | $4,156+48.2% |
| Participant deferral / active EE | $2,895 | $2,288+26.5% | $1,790+61.7% | $6,407-54.8% |
| Admin fee / account holder | $3,248 | $2,844+14.2% | $2,495+30.2% | $12,270-73.5% |