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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 | $196,575 | $110,278+78.3% | $95,740+105.3% | $139,466+40.9% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 69.51% | 27.19%+42.3pp | 28.41%+41.1pp | 373.66%-304.2pp |
| Employer contribution / active EE | $2,360 | $3,260-27.6% | $2,836-16.8% | $4,754-50.3% |
| Participant deferral / active EE | $8,474 | $4,674+81.3% | $4,244+99.7% | $6,712+26.3% |
| Admin fee / account holder | $5,574 | $6,613-15.7% | $5,676-1.8% | $11,409-51.1% |