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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 | $100,139+140.7% | $85,187+183.0% | $145,884+65.2% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.8pp |
| Annual return | 17.13% | 84.15%-67.0pp | 66.67%-49.5pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,816 | $3,238-43.9% | $2,732-33.5% | $4,662-61.0% |
| Participant deferral / active EE | $3,609 | $5,296-31.8% | $4,525-20.2% | $6,690-46.1% |
| Admin fee / account holder | $15,068 | $7,262+107.5% | $6,162+144.5% | $13,392+12.5% |