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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 | $201,090 | $111,785+79.9% | $93,669+114.7% | $145,877+37.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.98% | 203.79%-189.8pp | 133.59%-119.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,610 | $3,096-48.0% | $2,424-33.6% | $4,663-65.5% |
| Participant deferral / active EE | $12,880 | $4,919+161.9% | $4,416+191.7% | $6,691+92.5% |
| Admin fee / account holder | $1,608 | $10,256-84.3% | $8,291-80.6% | $13,402-88.0% |