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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 | $221,385 | $100,139+121.1% | $85,187+159.9% | $145,884+51.8% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 21.68% | 84.15%-62.5pp | 66.67%-45.0pp | 551.85%-530.2pp |
| Employer contribution / active EE | $1,348 | $3,238-58.4% | $2,732-50.7% | $4,662-71.1% |
| Participant deferral / active EE | $9,462 | $5,296+78.7% | $4,525+109.1% | $6,690+41.4% |
| Admin fee / account holder | $1,429 | $7,262-80.3% | $6,162-76.8% | $13,392-89.3% |