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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 | $202,906 | $103,038+96.9% | $90,324+124.6% | $152,909+32.7% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 17.01% | 95.25%-78.2pp | 78.15%-61.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $780 | $3,141-75.2% | $2,856-72.7% | $4,764-83.6% |
| Participant deferral / active EE | $4,275 | $4,282-0.2% | $3,885+10.0% | $5,851-26.9% |
| Admin fee / account holder | $3,415 | $6,177-44.7% | $5,356-36.2% | $11,601-70.6% |