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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 | $217,307 | $49,199+341.7% | $121,204+79.3% | $75,173+189.1% |
| Participation rate | 54.0% | 55.4%-1.4pp | 69.5%-15.5pp | 67.2%-13.2pp |
| Annual return | 16.09% | 56.04%-40.0pp | 987.18%-971.1pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,953 | $1,547+26.2% | $4,170-53.2% | $2,671-26.9% |
| Participant deferral / active EE | $6,326 | $2,630+140.5% | $4,083+54.9% | $4,126+53.3% |
| Admin fee / account holder | $32,558 | $3,946+725.1% | $5,651+476.1% | $5,651+476.2% |