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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 | $190,444 | $154,228+23.5% | $145,433+30.9% | $137,256+38.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.33% | 74.59%-54.3pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,663 | $4,804-23.8% | $4,554-19.6% | $4,156-11.9% |
| Participant deferral / active EE | $11,263 | $8,216+37.1% | $7,897+42.6% | $6,407+75.8% |
| Admin fee / account holder | $6,459 | $14,344-55.0% | $13,129-50.8% | $12,270-47.4% |