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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 | $210,106 | $114,093+84.2% | $96,171+118.5% | $167,536+25.4% |
| Participation rate | 53.8% | 75.1%-21.2pp | 68.4%-14.6pp | 82.1%-28.3pp |
| Annual return | 19.98% | 190.00%-170.0pp | 192.04%-172.1pp | 478.82%-458.8pp |
| Employer contribution / active EE | $1,582 | $3,429-53.9% | $2,799-43.5% | $4,839-67.3% |
| Participant deferral / active EE | $7,119 | $5,197+37.0% | $4,350+63.7% | $6,342+12.3% |
| Admin fee / account holder | $860 | $6,899-87.5% | $5,538-84.5% | $12,315-93.0% |