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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 | $157,346 | $108,897+44.5% | $100,378+56.8% | $145,877+7.9% |
| Participation rate | 68.8% | 83.0%-14.2pp | 81.5%-12.8pp | 80.3%-11.6pp |
| Annual return | 15.85% | 58.17%-42.3pp | 49.41%-33.6pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,782 | $4,420-37.1% | $3,942-29.4% | $4,663-40.3% |
| Participant deferral / active EE | $7,987 | $8,455-5.5% | $8,087-1.2% | $6,691+19.4% |
| Admin fee / account holder | $2,330 | $9,690-76.0% | $7,899-70.5% | $13,402-82.6% |