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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 | $208,684 | $157,304+32.7% | $141,197+47.8% | $152,909+36.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 18.32% | 64.34%-46.0pp | 71.41%-53.1pp | 345.46%-327.1pp |
| Employer contribution / active EE | $1,461 | $5,263-72.2% | $4,736-69.1% | $4,764-69.3% |
| Participant deferral / active EE | $4,428 | $7,111-37.7% | $6,710-34.0% | $5,851-24.3% |
| Admin fee / account holder | $10,895 | $12,126-10.2% | $10,265+6.1% | $11,601-6.1% |