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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 | $241,041 | $100,203+140.6% | $85,240+182.8% | $145,897+65.2% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.8pp |
| Annual return | 17.13% | 84.28%-67.2pp | 66.75%-49.6pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,816 | $3,242-44.0% | $2,735-33.6% | $4,663-61.0% |
| Participant deferral / active EE | $3,609 | $5,299-31.9% | $4,527-20.3% | $6,689-46.0% |
| Admin fee / account holder | $15,068 | $7,265+107.4% | $6,165+144.4% | $13,390+12.5% |