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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 | $217,944 | $129,737+68.0% | $119,126+83.0% | $154,746+40.8% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 14.36% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,494 | $4,375-65.9% | $4,034-63.0% | $4,379-65.9% |
| Participant deferral / active EE | $7,241 | $5,842+24.0% | $5,318+36.2% | $6,730+7.6% |
| Admin fee / account holder | $40,448 | $11,961+238.2% | $10,693+278.3% | $14,365+181.6% |