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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 | $188,150 | $115,796+62.5% | $101,264+85.8% | $158,950+18.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 16.51% | 56.15%-39.6pp | 46.48%-30.0pp | 302.91%-286.4pp |
| Employer contribution / active EE | $3,203 | $4,175-23.3% | $3,660-12.5% | $4,762-32.7% |
| Participant deferral / active EE | $9,664 | $4,958+94.9% | $4,370+121.1% | $5,983+61.5% |
| Admin fee / account holder | $12,550 | $7,247+73.2% | $5,947+111.0% | $11,248+11.6% |