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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 | $202,895 | $103,000+97.0% | $90,300+124.7% | $152,885+32.7% |
| Participation rate | 35.3% | 75.9%-40.6pp | 73.3%-38.0pp | 82.5%-47.2pp |
| Annual return | 22.26% | 95.19%-72.9pp | 78.11%-55.9pp | 345.39%-323.1pp |
| Employer contribution / active EE | $1,163 | $3,138-62.9% | $2,854-59.3% | $4,763-75.6% |
| Participant deferral / active EE | $2,929 | $4,281-31.6% | $3,884-24.6% | $5,851-49.9% |
| Admin fee / account holder | $4,133 | $6,173-33.1% | $5,353-22.8% | $11,598-64.4% |