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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 | $208,801 | $157,276+32.8% | $141,177+47.9% | $152,885+36.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.84% | 64.33%-39.5pp | 71.40%-46.6pp | 345.39%-320.5pp |
| Employer contribution / active EE | $2,800 | $5,262-46.8% | $4,736-40.9% | $4,763-41.2% |
| Participant deferral / active EE | $9,500 | $7,110+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $879 | $12,123-92.7% | $10,263-91.4% | $11,598-92.4% |