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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 | $109,908+105.2% | $97,161+132.2% | $145,978+54.5% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 8.88% | 243.80%-234.9pp | 75.36%-66.5pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,708 | $3,077-44.5% | $2,723-37.3% | $4,662-63.4% |
| Participant deferral / active EE | $6,922 | $4,679+47.9% | $4,265+62.3% | $6,690+3.5% |
| Admin fee / account holder | $39,291 | $6,213+532.4% | $5,647+595.8% | $13,400+193.2% |