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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 | $188,571 | $157,276+19.9% | $141,177+33.6% | $152,885+23.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 25.35% | 64.33%-39.0pp | 71.40%-46.0pp | 345.39%-320.0pp |
| Employer contribution / active EE | $6,378 | $5,262+21.2% | $4,736+34.7% | $4,763+33.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,247 | $12,123-89.7% | $10,263-87.9% | $11,598-89.2% |