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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 | $240,165 | $148,629+61.6% | $135,982+76.6% | $139,487+72.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 14.76% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $3,069 | $5,247-41.5% | $4,859-36.8% | $4,755-35.5% |
| Participant deferral / active EE | $7,478 | $8,102-7.7% | $7,760-3.6% | $6,713+11.4% |
| Admin fee / account holder | $2,185 | $12,406-82.4% | $10,767-79.7% | $11,407-80.8% |