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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 | $88,754+131.5% | $81,820+151.2% | $145,877+40.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 10.40% | 1031.77%-1021.4pp | 777.93%-767.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $629 | $3,085-79.6% | $2,915-78.4% | $4,663-86.5% |
| Participant deferral / active EE | $9,016 | $4,648+94.0% | $4,323+108.6% | $6,691+34.8% |
| Admin fee / account holder | $2,287 | $8,424-72.8% | $7,391-69.1% | $13,402-82.9% |