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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 | $111,785+76.2% | $93,669+110.3% | $145,877+35.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 26.07% | 203.79%-177.7pp | 133.59%-107.5pp | 551.28%-525.2pp |
| Employer contribution / active EE | $683 | $3,096-78.0% | $2,424-71.8% | $4,663-85.4% |
| Participant deferral / active EE | $10,323 | $4,919+109.9% | $4,416+133.8% | $6,691+54.3% |
| Admin fee / account holder | $773 | $10,256-92.5% | $8,291-90.7% | $13,402-94.2% |