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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 | $111,878+76.1% | $93,727+110.2% | $145,897+35.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 26.07% | 204.28%-178.2pp | 133.83%-107.8pp | 552.29%-526.2pp |
| Employer contribution / active EE | $683 | $3,092-77.9% | $2,421-71.8% | $4,663-85.4% |
| Participant deferral / active EE | $10,323 | $4,920+109.8% | $4,417+133.7% | $6,689+54.3% |
| Admin fee / account holder | $773 | $10,256-92.5% | $8,292-90.7% | $13,390-94.2% |