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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 | $228,565 | $103,008+121.9% | $90,304+153.1% | $152,897+49.5% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 26.41% | 95.22%-68.8pp | 78.13%-51.7pp | 345.43%-319.0pp |
| Employer contribution / active EE | $2,072 | $3,139-34.0% | $2,855-27.4% | $4,764-56.5% |
| Participant deferral / active EE | $3,800 | $4,281-11.2% | $3,885-2.2% | $5,851-35.1% |
| Admin fee / account holder | $1,329 | $6,175-78.5% | $5,354-75.2% | $11,599-88.5% |