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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 | $242,536 | $111,787+117.0% | $93,681+158.9% | $145,978+66.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 17.27% | 203.52%-186.2pp | 133.47%-116.2pp | 550.52%-533.2pp |
| Employer contribution / active EE | $2,093 | $3,093-32.3% | $2,422-13.6% | $4,662-55.1% |
| Participant deferral / active EE | $9,846 | $4,918+100.2% | $4,415+123.0% | $6,690+47.2% |
| Admin fee / account holder | $2,898 | $10,256-71.7% | $8,290-65.0% | $13,400-78.4% |