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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 | $242,896 | $72,071+237.0% | $68,368+255.3% | $137,256+77.0% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 19.50% | 353.14%-333.6pp | 292.57%-273.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $406 | $2,788-85.4% | $2,649-84.7% | $4,156-90.2% |
| Participant deferral / active EE | $5,045 | $4,410+14.4% | $4,123+22.4% | $6,407-21.3% |
| Admin fee / account holder | $3,372 | $5,336-36.8% | $5,150-34.5% | $12,270-72.5% |