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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 | $245,301 | $102,638+139.0% | $81,991+199.2% | $158,966+54.3% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.3%-9.3pp | 82.0%-22.0pp |
| Annual return | 13.04% | 61.05%-48.0pp | 41.31%-28.3pp | 302.95%-289.9pp |
| Employer contribution / active EE | $1,872 | $3,241-42.2% | $2,498-25.1% | $4,762-60.7% |
| Participant deferral / active EE | $10,400 | $4,649+123.7% | $3,722+179.4% | $5,983+73.8% |
| Admin fee / account holder | $338 | $8,237-95.9% | $5,665-94.0% | $11,250-97.0% |