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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 | $178,767 | $154,754+15.5% | $124,206+43.9% | $138,895+28.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 9.75% | 709.28%-699.5pp | 515.27%-505.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,405 | $4,446-45.9% | $3,540-32.1% | $4,194-42.7% |
| Participant deferral / active EE | $16,775 | $4,621+263.0% | $3,968+322.8% | $6,396+162.3% |
| Admin fee / account holder | $2,390 | $6,690-64.3% | $5,929-59.7% | $12,562-81.0% |