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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 | $197,015 | $111,814+76.2% | $93,654+110.4% | $145,959+35.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 26.07% | 203.30%-177.2pp | 133.34%-107.3pp | 561.95%-535.9pp |
| Employer contribution / active EE | $683 | $3,092-77.9% | $2,421-71.8% | $4,661-85.4% |
| Participant deferral / active EE | $10,323 | $4,914+110.1% | $4,413+133.9% | $6,689+54.3% |
| Admin fee / account holder | $773 | $10,246-92.5% | $8,282-90.7% | $13,398-94.2% |