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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 | $220,393 | $118,854+85.4% | $96,565+128.2% | $167,497+31.6% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 10.66% | 50.49%-39.8pp | 37.78%-27.1pp | 478.62%-468.0pp |
| Employer contribution / active EE | $897 | $3,119-71.3% | $2,356-62.0% | $4,838-81.5% |
| Participant deferral / active EE | $1,260 | $4,615-72.7% | $3,848-67.3% | $6,341-80.1% |
| Admin fee / account holder | $5,855 | $8,065-27.4% | $6,181-5.3% | $12,310-52.4% |