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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 | $205,506 | $88,702+131.7% | $81,780+151.3% | $145,978+40.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 10.40% | 1029.12%-1018.7pp | 776.27%-765.9pp | 550.52%-540.1pp |
| Employer contribution / active EE | $629 | $3,084-79.6% | $2,914-78.4% | $4,662-86.5% |
| Participant deferral / active EE | $9,016 | $4,645+94.1% | $4,321+108.7% | $6,690+34.8% |
| Admin fee / account holder | $2,287 | $8,414-72.8% | $7,384-69.0% | $13,400-82.9% |