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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 | $208,417 | $108,942+91.3% | $100,415+107.6% | $145,897+42.9% |
| Participation rate | 58.3% | 83.0%-24.6pp | 81.5%-23.2pp | 80.3%-22.0pp |
| Annual return | 13.72% | 58.27%-44.5pp | 49.47%-35.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,570 | $4,422-41.9% | $3,943-34.8% | $4,663-44.9% |
| Participant deferral / active EE | $7,037 | $8,461-16.8% | $8,091-13.0% | $6,689+5.2% |
| Admin fee / account holder | $11,038 | $9,702+13.8% | $7,906+39.6% | $13,390-17.6% |