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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 | $200,158 | $148,623+34.7% | $135,974+47.2% | $139,466+43.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.48% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $2,579 | $5,246-50.8% | $4,859-46.9% | $4,754-45.8% |
| Participant deferral / active EE | $10,985 | $8,103+35.6% | $7,760+41.6% | $6,712+63.7% |
| Admin fee / account holder | $1,811 | $12,406-85.4% | $10,767-83.2% | $11,409-84.1% |