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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 | $141,200 | $197,637-28.6% | $177,848-20.6% | $158,982-11.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 32.95% | 58.77%-25.8pp | 48.33%-15.4pp | 302.99%-270.0pp |
| Employer contribution / active EE | $8,600 | $6,698+28.4% | $5,919+45.3% | $4,763+80.6% |
| Participant deferral / active EE | $11,875 | $8,405+41.3% | $7,714+53.9% | $5,983+98.5% |
| Admin fee / account holder | $1,551 | $15,406-89.9% | $12,431-87.5% | $11,252-86.2% |