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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 | $207,112 | $185,883+11.4% | $170,043+21.8% | $139,466+48.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 11.73% | 60.54%-48.8pp | 53.40%-41.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $2,302 | $7,596-69.7% | $6,790-66.1% | $4,754-51.6% |
| Participant deferral / active EE | $5,061 | $11,626-56.5% | $10,410-51.4% | $6,712-24.6% |
| Admin fee / account holder | $31,288 | $15,393+103.3% | $12,824+144.0% | $11,409+174.2% |