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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 | $208,273 | $106,001+96.5% | $92,235+125.8% | $147,585+41.1% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 11.66% | 50.05%-38.4pp | 176.28%-164.6pp | 578.56%-566.9pp |
| Employer contribution / active EE | $1,606 | $4,333-62.9% | $3,679-56.4% | $4,876-67.1% |
| Participant deferral / active EE | $2,466 | $4,478-44.9% | $3,897-36.7% | $5,439-54.7% |
| Admin fee / account holder | $3,400 | $6,332-46.3% | $5,194-34.5% | $10,885-68.8% |