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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 | $223,891 | $88,815+152.1% | $81,882+173.4% | $145,897+53.5% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 10.99% | 1033.75%-1022.8pp | 779.47%-768.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,703 | $3,086-44.8% | $2,916-41.6% | $4,663-63.5% |
| Participant deferral / active EE | $5,543 | $4,647+19.3% | $4,323+28.2% | $6,689-17.1% |
| Admin fee / account holder | $3,948 | $8,434-53.2% | $7,360-46.4% | $13,390-70.5% |