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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 | $206,232 | $157,276+31.1% | $141,177+46.1% | $152,885+34.9% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.5%-17.5pp |
| Annual return | 25.56% | 64.33%-38.8pp | 71.40%-45.8pp | 345.39%-319.8pp |
| Employer contribution / active EE | $2,426 | $5,262-53.9% | $4,736-48.8% | $4,763-49.1% |
| Participant deferral / active EE | $6,286 | $7,110-11.6% | $6,710-6.3% | $5,851+7.4% |
| Admin fee / account holder | $5,526 | $12,123-54.4% | $10,263-46.2% | $11,598-52.4% |