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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 | $213,999 | $124,336+72.1% | $111,303+92.3% | $167,518+27.7% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 12.07% | 37.45%-25.4pp | 54.66%-42.6pp | 478.71%-466.6pp |
| Employer contribution / active EE | $4,111 | $3,436+19.6% | $2,731+50.5% | $4,838-15.0% |
| Participant deferral / active EE | $9,229 | $5,181+78.1% | $4,487+105.7% | $6,342+45.5% |
| Admin fee / account holder | $3,575 | $10,623-66.3% | $7,966-55.1% | $12,312-71.0% |