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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 | $201,185 | $99,995+101.2% | $85,063+136.5% | $145,978+37.8% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 15.23% | 83.99%-68.8pp | 66.54%-51.3pp | 550.52%-535.3pp |
| Employer contribution / active EE | $864 | $3,231-73.3% | $2,727-68.3% | $4,662-81.5% |
| Participant deferral / active EE | $9,200 | $5,295+73.7% | $4,523+103.4% | $6,690+37.5% |
| Admin fee / account holder | $871 | $7,255-88.0% | $6,155-85.9% | $13,400-93.5% |