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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 | $197,427 | $111,787+76.6% | $93,681+110.7% | $145,978+35.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 14.68% | 203.52%-188.8pp | 133.47%-118.8pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,200 | $4,918+26.1% | $4,415+40.4% | $6,690-7.3% |
| Admin fee / account holder | $6,310 | $10,256-38.5% | $8,290-23.9% | $13,400-52.9% |