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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 | $225,574 | $110,039+105.0% | $97,260+131.9% | $145,884+54.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 8.88% | 244.44%-235.6pp | 75.54%-66.7pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,708 | $3,074-44.5% | $2,721-37.2% | $4,662-63.4% |
| Participant deferral / active EE | $6,922 | $4,674+48.1% | $4,262+62.4% | $6,690+3.5% |
| Admin fee / account holder | $39,291 | $6,204+533.4% | $5,640+596.7% | $13,392+193.4% |