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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 | $237,290 | $148,623+59.7% | $135,974+74.5% | $139,466+70.1% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 18.95% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.7pp |
| Employer contribution / active EE | $2,203 | $5,246-58.0% | $4,859-54.7% | $4,754-53.7% |
| Participant deferral / active EE | $3,496 | $8,103-56.9% | $7,760-54.9% | $6,712-47.9% |
| Admin fee / account holder | $13,659 | $12,406+10.1% | $10,767+26.9% | $11,409+19.7% |