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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 | $215,592 | $111,878+92.7% | $93,727+130.0% | $145,897+47.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 11.96% | 204.28%-192.3pp | 133.83%-121.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $620 | $3,092-79.9% | $2,421-74.4% | $4,663-86.7% |
| Participant deferral / active EE | $3,270 | $4,920-33.5% | $4,417-26.0% | $6,689-51.1% |
| Admin fee / account holder | $1,253 | $10,256-87.8% | $8,292-84.9% | $13,390-90.6% |