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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 | $99,921+126.8% | $85,009+166.6% | $145,959+55.3% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 19.60% | 83.89%-64.3pp | 66.47%-46.9pp | 561.95%-542.3pp |
| Employer contribution / active EE | $869 | $3,233-73.1% | $2,728-68.1% | $4,661-81.3% |
| Participant deferral / active EE | $1,476 | $5,293-72.1% | $4,522-67.4% | $6,689-77.9% |
| Admin fee / account holder | $16,507 | $7,252+127.6% | $6,153+168.3% | $13,398+23.2% |