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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 | $193,301 | $102,638+88.3% | $81,991+135.8% | $158,966+21.6% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 15.34% | 61.05%-45.7pp | 41.31%-26.0pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,800 | $3,241-44.5% | $2,498-28.0% | $4,762-62.2% |
| Participant deferral / active EE | $2,436 | $4,649-47.6% | $3,722-34.5% | $5,983-59.3% |
| Admin fee / account holder | $5,000 | $8,237-39.3% | $5,665-11.7% | $11,250-55.6% |