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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 | $111,785+90.9% | $93,669+127.8% | $145,877+46.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 21.38% | 203.79%-182.4pp | 133.59%-112.2pp | 551.28%-529.9pp |
| Employer contribution / active EE | $2,239 | $3,096-27.7% | $2,424-7.6% | $4,663-52.0% |
| Participant deferral / active EE | $16,759 | $4,919+240.7% | $4,416+279.5% | $6,691+150.5% |
| Admin fee / account holder | $475 | $10,256-95.4% | $8,291-94.3% | $13,402-96.5% |