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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 | $218,714 | $102,595+113.2% | $94,057+132.5% | $154,746+41.3% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 15.48% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,887 | $3,147-8.3% | $2,933-1.6% | $4,379-34.1% |
| Participant deferral / active EE | $8,276 | $5,118+61.7% | $4,709+75.7% | $6,730+23.0% |
| Admin fee / account holder | $4,691 | $7,736-39.4% | $7,244-35.3% | $14,365-67.3% |