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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 | $232,564 | $102,382+127.2% | $147,005+58.2% | $80,874+187.6% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 12.78% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,706 | $3,715-54.1% | $4,934-65.4% | $2,756-38.1% |
| Participant deferral / active EE | $7,415 | $6,646+11.6% | $8,070-8.1% | $4,297+72.6% |
| Admin fee / account holder | $13,132 | $7,942+65.3% | $13,006+1.0% | $6,935+89.4% |