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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 | $206,770 | $183,539+12.7% | $155,556+32.9% | $145,897+41.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.73% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,112 | $5,315-79.1% | $4,675-76.2% | $4,663-76.2% |
| Participant deferral / active EE | $5,831 | $6,467-9.8% | $5,631+3.5% | $6,689-12.8% |
| Admin fee / account holder | $2,522 | $19,275-86.9% | $15,885-84.1% | $13,390-81.2% |