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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 | $195,668 | $129,737+50.8% | $119,126+64.3% | $154,746+26.4% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 237.68% | 379.08%-141.4pp | 282.11%-44.4pp | 172.34%+65.3pp |
| Employer contribution / active EE | $2,722 | $4,375-37.8% | $4,034-32.5% | $4,379-37.8% |
| Participant deferral / active EE | $8,059 | $5,842+37.9% | $5,318+51.5% | $6,730+19.7% |
| Admin fee / account holder | $2,717 | $11,961-77.3% | $10,693-74.6% | $14,365-81.1% |