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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 | $201,756 | $88,815+127.2% | $81,882+146.4% | $145,897+38.3% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 15.15% | 1033.75%-1018.6pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,663 | $3,086-13.7% | $2,916-8.7% | $4,663-42.9% |
| Participant deferral / active EE | $4,393 | $4,647-5.5% | $4,323+1.6% | $6,689-34.3% |
| Admin fee / account holder | $1,289 | $8,434-84.7% | $7,360-82.5% | $13,390-90.4% |