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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 | $226,608 | $100,203+126.1% | $85,240+165.8% | $145,897+55.3% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 19.60% | 84.28%-64.7pp | 66.75%-47.1pp | 552.29%-532.7pp |
| Employer contribution / active EE | $869 | $3,242-73.2% | $2,735-68.2% | $4,663-81.4% |
| Participant deferral / active EE | $1,476 | $5,299-72.2% | $4,527-67.4% | $6,689-77.9% |
| Admin fee / account holder | $16,507 | $7,265+127.2% | $6,165+167.8% | $13,390+23.3% |