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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 | $219,540 | $102,595+114.0% | $94,057+133.4% | $154,746+41.9% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 15.38% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $857 | $3,147-72.8% | $2,933-70.8% | $4,379-80.4% |
| Participant deferral / active EE | $1,771 | $5,118-65.4% | $4,709-62.4% | $6,730-73.7% |
| Admin fee / account holder | $3,765 | $7,736-51.3% | $7,244-48.0% | $14,365-73.8% |