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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 | $88,710+152.4% | $81,783+173.8% | $145,959+53.4% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.4%-16.1pp | 80.3%-24.0pp |
| Annual return | 10.99% | 1027.26%-1016.3pp | 775.05%-764.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,703 | $3,083-44.8% | $2,913-41.5% | $4,661-63.5% |
| Participant deferral / active EE | $5,543 | $4,645+19.3% | $4,320+28.3% | $6,689-17.1% |
| Admin fee / account holder | $3,948 | $8,407-53.0% | $7,380-46.5% | $13,398-70.5% |