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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 | $195,553 | $148,629+31.6% | $135,982+43.8% | $139,487+40.2% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 18.05% | 79.33%-61.3pp | 68.32%-50.3pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,247 | $5,247-57.2% | $4,859-53.8% | $4,755-52.7% |
| Participant deferral / active EE | $8,517 | $8,102+5.1% | $7,760+9.8% | $6,713+26.9% |
| Admin fee / account holder | $7,459 | $12,406-39.9% | $10,767-30.7% | $11,407-34.6% |