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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 | $199,423 | $148,582+34.2% | $135,942+46.7% | $139,456+43.0% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 15.85% | 79.26%-63.4pp | 68.28%-52.4pp | 373.45%-357.6pp |
| Employer contribution / active EE | $2,009 | $5,245-61.7% | $4,858-58.6% | $4,753-57.7% |
| Participant deferral / active EE | $5,905 | $8,101-27.1% | $7,759-23.9% | $6,711-12.0% |
| Admin fee / account holder | $7,566 | $12,402-39.0% | $10,764-29.7% | $11,407-33.7% |