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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 | $236,226 | $157,276+50.2% | $141,177+67.3% | $152,885+54.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 24.24% | 64.33%-40.1pp | 71.40%-47.2pp | 345.39%-321.1pp |
| Employer contribution / active EE | $2,778 | $5,262-47.2% | $4,736-41.3% | $4,763-41.7% |
| Participant deferral / active EE | $6,167 | $7,110-13.3% | $6,710-8.1% | $5,851+5.4% |
| Admin fee / account holder | $7,795 | $12,123-35.7% | $10,263-24.0% | $11,598-32.8% |