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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 | $220,750 | $102,422+115.5% | $147,117+50.1% | $80,959+172.7% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 13.32% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,359 | $3,717-63.5% | $4,932-72.5% | $2,757-50.7% |
| Participant deferral / active EE | $9,306 | $6,652+39.9% | $8,065+15.4% | $4,300+116.4% |
| Admin fee / account holder | $14,202 | $7,953+78.6% | $12,993+9.3% | $6,925+105.1% |