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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 | $205,786 | $183,539+12.1% | $155,556+32.3% | $145,897+41.0% |
| Participation rate | 55.0% | 82.7%-27.7pp | 78.2%-23.2pp | 80.3%-25.3pp |
| Annual return | 21.75% | 61.31%-39.6pp | 64.84%-43.1pp | 552.29%-530.5pp |
| Employer contribution / active EE | $3,305 | $5,315-37.8% | $4,675-29.3% | $4,663-29.1% |
| Participant deferral / active EE | $8,533 | $6,467+31.9% | $5,631+51.5% | $6,689+27.6% |
| Admin fee / account holder | $31,939 | $19,275+65.7% | $15,885+101.1% | $13,390+138.5% |