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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 | $197,916 | $96,361+105.4% | $80,607+145.5% | $139,456+41.9% |
| Participation rate | 59.1% | 73.6%-14.6pp | 67.0%-7.9pp | 80.3%-21.2pp |
| Annual return | 15.62% | 1350.95%-1335.3pp | 936.11%-920.5pp | 373.45%-357.8pp |
| Employer contribution / active EE | $2,221 | $3,262-31.9% | $2,724-18.5% | $4,753-53.3% |
| Participant deferral / active EE | $9,472 | $5,232+81.1% | $4,448+113.0% | $6,711+41.1% |
| Admin fee / account holder | $3,207 | $6,601-51.4% | $5,379-40.4% | $11,407-71.9% |