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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 | $215,648 | $81,696+164.0% | $70,494+205.9% | $158,982+35.6% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 14.59% | 208.70%-194.1pp | 109.16%-94.6pp | 302.99%-288.4pp |
| Employer contribution / active EE | $1,443 | $3,220-55.2% | $2,738-47.3% | $4,763-69.7% |
| Participant deferral / active EE | $4,384 | $4,558-3.8% | $3,711+18.1% | $5,983-26.7% |
| Admin fee / account holder | $27,787 | $6,200+348.2% | $3,848+622.1% | $11,252+147.0% |