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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 | $207,127 | $129,737+59.7% | $119,126+73.9% | $154,746+33.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.33% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,875 | $4,375-57.1% | $4,034-53.5% | $4,379-57.2% |
| Participant deferral / active EE | $3,750 | $5,842-35.8% | $5,318-29.5% | $6,730-44.3% |
| Admin fee / account holder | $639 | $11,961-94.7% | $10,693-94.0% | $14,365-95.6% |