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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 | $189,435 | $148,623+27.5% | $135,974+39.3% | $139,466+35.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.40% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,617 | $5,246-50.1% | $4,859-46.2% | $4,754-45.0% |
| Participant deferral / active EE | $15,650 | $8,103+93.1% | $7,760+101.7% | $6,712+133.2% |
| Admin fee / account holder | $3,768 | $12,406-69.6% | $10,767-65.0% | $11,409-67.0% |