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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 | $239,433 | $88,754+169.8% | $81,820+192.6% | $145,877+64.1% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 21.97% | 1031.77%-1009.8pp | 777.93%-756.0pp | 551.28%-529.3pp |
| Employer contribution / active EE | $2,688 | $3,085-12.9% | $2,915-7.8% | $4,663-42.4% |
| Participant deferral / active EE | $5,423 | $4,648+16.7% | $4,323+25.5% | $6,691-18.9% |
| Admin fee / account holder | $423 | $8,424-95.0% | $7,391-94.3% | $13,402-96.8% |