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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 | $177,574 | $157,276+12.9% | $141,177+25.8% | $152,885+16.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 27.40% | 64.33%-36.9pp | 71.40%-44.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $18,325 | $5,262+248.3% | $4,736+287.0% | $4,763+284.7% |
| Participant deferral / active EE | $9,500 | $7,110+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $341 | $12,123-97.2% | $10,263-96.7% | $11,598-97.1% |