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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 | $202,261 | $108,897+85.7% | $100,378+101.5% | $145,877+38.7% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 22.74% | 58.17%-35.4pp | 49.41%-26.7pp | 551.28%-528.5pp |
| Employer contribution / active EE | $1,637 | $4,420-63.0% | $3,942-58.5% | $4,663-64.9% |
| Participant deferral / active EE | $4,092 | $8,455-51.6% | $8,087-49.4% | $6,691-38.8% |
| Admin fee / account holder | $47,429 | $9,690+389.5% | $7,899+500.4% | $13,402+253.9% |