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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 | $192,946 | $93,117+107.2% | $77,096+150.3% | $134,532+43.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,231 | $3,420-5.5% | $2,814+14.8% | $4,741-31.9% |
| Participant deferral / active EE | $11,712 | $5,241+123.5% | $4,429+164.4% | $6,401+83.0% |
| Admin fee / account holder | $353 | $6,948-94.9% | $5,428-93.5% | $11,429-96.9% |