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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 | $239,061 | $162,136+47.4% | $152,301+57.0% | $154,746+54.5% |
| Participation rate | 63.2% | 84.1%-20.9pp | 82.4%-19.3pp | 80.7%-17.5pp |
| Annual return | 12.71% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,098 | $4,890-57.1% | $4,624-54.6% | $4,379-52.1% |
| Participant deferral / active EE | $8,802 | $8,341+5.5% | $8,004+10.0% | $6,730+30.8% |
| Admin fee / account holder | $10,228 | $15,759-35.1% | $14,398-29.0% | $14,365-28.8% |