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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 | $213,345 | $111,878+90.7% | $93,727+127.6% | $145,897+46.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 21.38% | 204.28%-182.9pp | 133.83%-112.5pp | 552.29%-530.9pp |
| Employer contribution / active EE | $2,239 | $3,092-27.6% | $2,421-7.5% | $4,663-52.0% |
| Participant deferral / active EE | $16,759 | $4,920+240.6% | $4,417+279.4% | $6,689+150.5% |
| Admin fee / account holder | $475 | $10,256-95.4% | $8,292-94.3% | $13,390-96.5% |