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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 | $218,738 | $165,399+32.2% | $149,745+46.1% | $158,982+37.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.71% | 348.34%-334.6pp | 276.72%-263.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,852 | $5,105-44.1% | $4,646-38.6% | $4,763-40.1% |
| Participant deferral / active EE | $4,430 | $7,183-38.3% | $6,843-35.3% | $5,983-26.0% |
| Admin fee / account holder | $1,437 | $10,811-86.7% | $9,312-84.6% | $11,252-87.2% |