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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 | $203,403 | $166,268+22.3% | $165,100+23.2% | $145,897+39.4% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.6%-31.6pp | 80.3%-33.2pp |
| Annual return | 13.04% | 100.52%-87.5pp | 70.21%-57.2pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,704 | $5,284-48.8% | $4,348-37.8% | $4,663-42.0% |
| Participant deferral / active EE | $7,234 | $6,964+3.9% | $6,035+19.9% | $6,689+8.1% |
| Admin fee / account holder | $957 | $16,659-94.3% | $12,696-92.5% | $13,390-92.9% |