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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 | $213,856 | $183,539+16.5% | $155,556+37.5% | $145,897+46.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.63% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,554 | $5,315-51.9% | $4,675-45.4% | $4,663-45.2% |
| Participant deferral / active EE | $11,714 | $6,467+81.1% | $5,631+108.0% | $6,689+75.1% |
| Admin fee / account holder | $2,663 | $19,275-86.2% | $15,885-83.2% | $13,390-80.1% |