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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 | $213,819 | $166,131+28.7% | $164,975+29.6% | $145,877+46.6% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 10.72% | 100.37%-89.7pp | 70.12%-59.4pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,020 | $5,276-61.7% | $4,343-53.5% | $4,663-56.7% |
| Participant deferral / active EE | $4,258 | $6,962-38.8% | $6,033-29.4% | $6,691-36.4% |
| Admin fee / account holder | $42,264 | $16,648+153.9% | $12,688+233.1% | $13,402+215.4% |