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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 | $197,744 | $100,073+97.6% | $85,126+132.3% | $145,877+35.6% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.8pp |
| Annual return | 12.91% | 84.11%-71.2pp | 66.63%-53.7pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,755 | $3,236-45.8% | $2,731-35.8% | $4,663-62.4% |
| Participant deferral / active EE | $8,126 | $5,294+53.5% | $4,523+79.6% | $6,691+21.4% |
| Admin fee / account holder | $6,666 | $7,261-8.2% | $6,160+8.2% | $13,402-50.3% |