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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 | $193,601 | $107,941+79.4% | $91,994+110.4% | $152,909+26.6% |
| Participation rate | 61.5% | 81.2%-19.7pp | 78.6%-17.1pp | 82.5%-20.9pp |
| Annual return | 18.91% | 89.28%-70.4pp | 69.04%-50.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $2,279 | $4,212-45.9% | $3,453-34.0% | $4,764-52.2% |
| Participant deferral / active EE | $4,752 | $6,366-25.3% | $5,924-19.8% | $5,851-18.8% |
| Admin fee / account holder | $12,864 | $10,521+22.3% | $7,744+66.1% | $11,601+10.9% |