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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 | $194,825 | $134,817+44.5% | $123,973+57.2% | $155,188+25.5% |
| Participation rate | 56.5% | 79.4%-22.9pp | 76.7%-20.1pp | 80.8%-24.3pp |
| Annual return | 9.74% | 515.49%-505.8pp | 388.13%-378.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,627 | $4,425-63.2% | $4,126-60.6% | $4,248-61.7% |
| Participant deferral / active EE | $6,724 | $5,706+17.8% | $5,247+28.1% | $6,531+3.0% |
| Admin fee / account holder | $4,192 | $13,245-68.3% | $11,799-64.5% | $14,480-71.0% |