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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 | $204,890 | $102,382+100.1% | $147,005+39.4% | $80,874+153.3% |
| Participation rate | 65.4% | 75.8%-10.5pp | 82.2%-16.8pp | 67.6%-2.3pp |
| Annual return | 16.61% | 134.89%-118.3pp | 418.76%-402.2pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,842 | $3,715-50.4% | $4,934-62.7% | $2,756-33.2% |
| Participant deferral / active EE | $6,494 | $6,646-2.3% | $8,070-19.5% | $4,297+51.1% |
| Admin fee / account holder | $13,794 | $7,942+73.7% | $13,006+6.1% | $6,935+98.9% |