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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 | $241,490 | $106,008+127.8% | $92,240+161.8% | $147,586+63.6% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 18.33% | 50.05%-31.7pp | 176.29%-158.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,071 | $4,333-75.3% | $3,680-70.9% | $4,876-78.0% |
| Participant deferral / active EE | $4,450 | $4,478-0.6% | $3,897+14.2% | $5,439-18.2% |
| Admin fee / account holder | $1,703 | $6,333-73.1% | $5,194-67.2% | $10,886-84.4% |