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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 | $205,982 | $148,582+38.6% | $135,942+51.5% | $139,456+47.7% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 14.31% | 79.26%-64.9pp | 68.28%-54.0pp | 373.45%-359.1pp |
| Employer contribution / active EE | $2,142 | $5,245-59.2% | $4,858-55.9% | $4,753-54.9% |
| Participant deferral / active EE | $5,942 | $8,101-26.7% | $7,759-23.4% | $6,711-11.5% |
| Admin fee / account holder | $6,384 | $12,402-48.5% | $10,764-40.7% | $11,407-44.0% |