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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 | $108,942+85.7% | $100,415+101.4% | $145,897+38.6% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 22.74% | 58.27%-35.5pp | 49.47%-26.7pp | 552.29%-529.6pp |
| Employer contribution / active EE | $1,637 | $4,422-63.0% | $3,943-58.5% | $4,663-64.9% |
| Participant deferral / active EE | $4,092 | $8,461-51.6% | $8,091-49.4% | $6,689-38.8% |
| Admin fee / account holder | $47,429 | $9,702+388.9% | $7,906+499.9% | $13,390+254.2% |