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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 | $194,335 | $148,582+30.8% | $135,942+43.0% | $139,456+39.4% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 17.25% | 79.26%-62.0pp | 68.28%-51.0pp | 373.45%-356.2pp |
| Employer contribution / active EE | $2,160 | $5,245-58.8% | $4,858-55.5% | $4,753-54.5% |
| Participant deferral / active EE | $5,545 | $8,101-31.6% | $7,759-28.5% | $6,711-17.4% |
| Admin fee / account holder | $878 | $12,402-92.9% | $10,764-91.8% | $11,407-92.3% |