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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 | $206,611 | $157,296+31.4% | $141,191+46.3% | $152,897+35.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 19.19% | 64.34%-45.1pp | 71.41%-52.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $3,453 | $5,262-34.4% | $4,736-27.1% | $4,764-27.5% |
| Participant deferral / active EE | $6,682 | $7,111-6.0% | $6,710-0.4% | $5,851+14.2% |
| Admin fee / account holder | $4,417 | $12,125-63.6% | $10,264-57.0% | $11,599-61.9% |