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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 | $240,887 | $148,629+62.1% | $135,982+77.1% | $139,487+72.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 22.06% | 79.33%-57.3pp | 68.32%-46.3pp | 373.84%-351.8pp |
| Employer contribution / active EE | $2,777 | $5,247-47.1% | $4,859-42.8% | $4,755-41.6% |
| Participant deferral / active EE | $9,273 | $8,102+14.5% | $7,760+19.5% | $6,713+38.1% |
| Admin fee / account holder | $2,225 | $12,406-82.1% | $10,767-79.3% | $11,407-80.5% |