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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 | $208,243 | $110,801+87.9% | $86,615+140.4% | $167,536+24.3% |
| Participation rate | 57.1% | 75.8%-18.6pp | 71.6%-14.5pp | 82.1%-25.0pp |
| Annual return | 10.72% | 116.96%-106.2pp | 63.51%-52.8pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,725 | $3,245-46.8% | $2,496-30.9% | $4,839-64.3% |
| Participant deferral / active EE | $8,063 | $4,547+77.3% | $3,699+118.0% | $6,342+27.1% |
| Admin fee / account holder | $771 | $8,417-90.8% | $5,830-86.8% | $12,315-93.7% |