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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 | $194,647 | $110,337+76.4% | $102,383+90.1% | $145,877+33.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 93.11% | 24.83%+68.3pp | 24.94%+68.2pp | 551.28%-458.2pp |
| Employer contribution / active EE | $2,621 | $4,216-37.8% | $3,870-32.3% | $4,663-43.8% |
| Participant deferral / active EE | $4,376 | $5,621-22.1% | $5,060-13.5% | $6,691-34.6% |
| Admin fee / account holder | $2,288 | $9,750-76.5% | $8,391-72.7% | $13,402-82.9% |