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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 | $206,483 | $99,921+106.6% | $85,009+142.9% | $145,959+41.5% |
| Participation rate | 56.3% | 74.1%-17.8pp | 67.5%-11.3pp | 80.3%-24.0pp |
| Annual return | 13.82% | 83.89%-70.1pp | 66.47%-52.7pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,494 | $3,233-53.8% | $2,728-45.3% | $4,661-68.0% |
| Participant deferral / active EE | $3,801 | $5,293-28.2% | $4,522-15.9% | $6,689-43.2% |
| Admin fee / account holder | $2,777 | $7,252-61.7% | $6,153-54.9% | $13,398-79.3% |