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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 | $217,273 | $107,363+102.4% | $92,909+133.9% | $152,897+42.1% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 14.33% | 145.63%-131.3pp | 109.44%-95.1pp | 345.43%-331.1pp |
| Employer contribution / active EE | $3,098 | $4,222-26.6% | $3,653-15.2% | $4,764-35.0% |
| Participant deferral / active EE | $5,156 | $4,848+6.4% | $4,238+21.7% | $5,851-11.9% |
| Admin fee / account holder | $33,374 | $7,082+371.3% | $5,795+475.9% | $11,599+187.7% |