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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 | $200,084 | $134,817+48.4% | $123,973+61.4% | $155,188+28.9% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.7%-32.2pp | 80.8%-36.4pp |
| Annual return | 17.41% | 515.49%-498.1pp | 388.13%-370.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,715 | $4,425-38.6% | $4,126-34.2% | $4,248-36.1% |
| Participant deferral / active EE | $2,898 | $5,706-49.2% | $5,247-44.8% | $6,531-55.6% |
| Admin fee / account holder | $4,971 | $13,245-62.5% | $11,799-57.9% | $14,480-65.7% |