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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 | $214,916 | $157,276+36.6% | $141,177+52.2% | $152,885+40.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.41% | 64.33%-45.9pp | 71.40%-53.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $2,875 | $5,262-45.4% | $4,736-39.3% | $4,763-39.6% |
| Participant deferral / active EE | $6,675 | $7,110-6.1% | $6,710-0.5% | $5,851+14.1% |
| Admin fee / account holder | $1,715 | $12,123-85.9% | $10,263-83.3% | $11,598-85.2% |