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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 | $192,698 | $100,203+92.3% | $85,240+126.1% | $145,897+32.1% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.8pp | 80.3%-49.5pp |
| Annual return | 13.39% | 84.28%-70.9pp | 66.75%-53.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $675 | $3,242-79.2% | $2,735-75.3% | $4,663-85.5% |
| Participant deferral / active EE | $4,348 | $5,299-17.9% | $4,527-4.0% | $6,689-35.0% |
| Admin fee / account holder | $2,118 | $7,265-70.8% | $6,165-65.6% | $13,390-84.2% |