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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 | $196,875 | $196,9720% | $182,262+8.0% | $198,609-0.9% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 14.63% | 158.27%-143.6pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $2,132 | $5,364-60.2% | $5,046-57.7% | $5,055-57.8% |
| Participant deferral / active EE | $6,415 | $8,643-25.8% | $8,276-22.5% | $6,977-8.1% |
| Admin fee / account holder | $28,328 | $18,429+53.7% | $16,712+69.5% | $19,030+48.9% |