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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 | $214,466 | $208,088+3.1% | $186,193+15.2% | $154,746+38.6% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.1%-31.7pp | 80.7%-35.2pp |
| Annual return | 15.47% | 89.97%-74.5pp | 78.03%-62.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,995 | $4,340-54.0% | $3,918-49.1% | $4,379-54.4% |
| Participant deferral / active EE | $4,389 | $7,078-38.0% | $6,513-32.6% | $6,730-34.8% |
| Admin fee / account holder | $3,036 | $11,698-74.1% | $11,058-72.5% | $14,365-78.9% |