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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 | $193,861 | $102,422+89.3% | $147,117+31.8% | $80,959+139.5% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 16.16% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $882 | $3,717-76.3% | $4,932-82.1% | $2,757-68.0% |
| Participant deferral / active EE | $8,816 | $6,652+32.5% | $8,065+9.3% | $4,300+105.0% |
| Admin fee / account holder | $10,712 | $7,953+34.7% | $12,993-17.6% | $6,925+54.7% |