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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 | $224,786 | $100,203+124.3% | $85,240+163.7% | $145,897+54.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 17.72% | 84.28%-66.6pp | 66.75%-49.0pp | 552.29%-534.6pp |
| Employer contribution / active EE | $684 | $3,242-78.9% | $2,735-75.0% | $4,663-85.3% |
| Participant deferral / active EE | $3,806 | $5,299-28.2% | $4,527-15.9% | $6,689-43.1% |
| Admin fee / account holder | $2,758 | $7,265-62.0% | $6,165-55.3% | $13,390-79.4% |