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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 | $208,772 | $106,008+96.9% | $92,240+126.3% | $147,586+41.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 17.63% | 50.05%-32.4pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,424 | $4,333-67.1% | $3,680-61.3% | $4,876-70.8% |
| Participant deferral / active EE | $8,764 | $4,478+95.7% | $3,897+124.9% | $5,439+61.1% |
| Admin fee / account holder | $13,977 | $6,333+120.7% | $5,194+169.1% | $10,886+28.4% |