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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 | $102,595+136.8% | $94,057+158.2% | $154,746+57.0% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 19.50% | 583.42%-563.9pp | 480.62%-461.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $406 | $3,147-87.1% | $2,933-86.2% | $4,379-90.7% |
| Participant deferral / active EE | $5,045 | $5,118-1.4% | $4,709+7.1% | $6,730-25.0% |
| Admin fee / account holder | $3,372 | $7,736-56.4% | $7,244-53.5% | $14,365-76.5% |