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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 | $191,054 | $103,008+85.5% | $90,304+111.6% | $152,897+25.0% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.5%-36.3pp |
| Annual return | 19.02% | 95.22%-76.2pp | 78.13%-59.1pp | 345.43%-326.4pp |
| Employer contribution / active EE | $462 | $3,139-85.3% | $2,855-83.8% | $4,764-90.3% |
| Participant deferral / active EE | $1,440 | $4,281-66.4% | $3,885-62.9% | $5,851-75.4% |
| Admin fee / account holder | $43,981 | $6,175+612.3% | $5,354+721.5% | $11,599+279.2% |