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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 | $205,984 | $107,944+90.8% | $91,994+123.9% | $152,885+34.7% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 17.64% | 89.26%-71.6pp | 69.03%-51.4pp | 345.39%-327.8pp |
| Employer contribution / active EE | $1,284 | $4,210-69.5% | $3,452-62.8% | $4,763-73.0% |
| Participant deferral / active EE | $8,651 | $6,365+35.9% | $5,923+46.1% | $5,851+47.9% |
| Admin fee / account holder | $21,078 | $10,521+100.3% | $7,743+172.2% | $11,598+81.7% |