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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 | $243,588 | $111,535+118.4% | $105,223+131.5% | $137,256+77.5% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 80.0%-32.9pp |
| Annual return | 12.81% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,308 | $3,939-66.8% | $3,689-64.5% | $4,156-68.5% |
| Participant deferral / active EE | $5,398 | $5,500-1.9% | $5,072+6.4% | $6,407-15.8% |
| Admin fee / account holder | $3,850 | $9,721-60.4% | $8,859-56.5% | $12,270-68.6% |