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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 | $82,217 | $73,546+11.8% | $63,018+30.5% | $147,586-44.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 14.36% | 175.56%-161.2pp | 87.62%-73.3pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,026 | $3,324-39.1% | $2,761-26.6% | $4,876-58.5% |
| Participant deferral / active EE | $7,428 | $4,185+77.5% | $3,330+123.1% | $5,439+36.6% |
| Admin fee / account holder | $570 | $5,956-90.4% | $3,601-84.2% | $10,886-94.8% |