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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 | $235,845 | $110,629+113.2% | $80,784+191.9% | $167,553+40.8% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 14.44% | 120.58%-106.1pp | 87.31%-72.9pp | 478.89%-464.5pp |
| Employer contribution / active EE | $243 | $1,543-84.3% | $1,160-79.1% | $4,840-95.0% |
| Participant deferral / active EE | $2,280 | $2,871-20.6% | $2,145+6.3% | $6,343-64.1% |
| Admin fee / account holder | $8,517 | $4,547+87.3% | $3,380+152.0% | $12,316-30.8% |