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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 | $225,931 | $201,370+12.2% | $184,256+22.6% | $145,897+54.9% |
| Participation rate | 64.7% | 87.5%-22.8pp | 86.8%-22.1pp | 80.3%-15.6pp |
| Annual return | 67.59% | 29.05%+38.5pp | 28.85%+38.7pp | 552.29%-484.7pp |
| Employer contribution / active EE | $2,150 | $7,024-69.4% | $6,427-66.5% | $4,663-53.9% |
| Participant deferral / active EE | $5,393 | $9,808-45.0% | $9,133-41.0% | $6,689-19.4% |
| Admin fee / account holder | $457 | $16,364-97.2% | $13,899-96.7% | $13,390-96.6% |