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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 | $237,345 | $166,268+42.7% | $165,100+43.8% | $145,897+62.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.57% | 100.52%-85.9pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,340 | $5,284-55.7% | $4,348-46.2% | $4,663-49.8% |
| Participant deferral / active EE | $8,325 | $6,964+19.5% | $6,035+37.9% | $6,689+24.4% |
| Admin fee / account holder | $2,877 | $16,659-82.7% | $12,696-77.3% | $13,390-78.5% |