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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 | $202,383 | $112,131+80.5% | $95,964+110.9% | $158,982+27.3% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 16.50% | 171.19%-154.7pp | 91.64%-75.1pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,088 | $3,199-34.7% | $2,541-17.9% | $4,763-56.2% |
| Participant deferral / active EE | $4,797 | $4,784+0.3% | $4,167+15.1% | $5,983-19.8% |
| Admin fee / account holder | $37,881 | $10,136+273.7% | $6,797+457.3% | $11,252+236.7% |