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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 | $211,830 | $157,296+34.7% | $141,191+50.0% | $152,897+38.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.69% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $3,203 | $5,262-39.1% | $4,736-32.4% | $4,764-32.8% |
| Participant deferral / active EE | $9,362 | $7,111+31.7% | $6,710+39.5% | $5,851+60.0% |
| Admin fee / account holder | $6,541 | $12,125-46.1% | $10,264-36.3% | $11,599-43.6% |