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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 | $202,221 | $99,995+102.2% | $85,063+137.7% | $145,978+38.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 22.28% | 83.99%-61.7pp | 66.54%-44.3pp | 550.52%-528.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,360 | $5,295+57.9% | $4,523+84.8% | $6,690+25.0% |
| Admin fee / account holder | $2,887 | $7,255-60.2% | $6,155-53.1% | $13,400-78.5% |