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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 | $203,745 | $148,582+37.1% | $135,942+49.9% | $139,456+46.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 13.63% | 79.26%-65.6pp | 68.28%-54.6pp | 373.45%-359.8pp |
| Employer contribution / active EE | $3,897 | $5,245-25.7% | $4,858-19.8% | $4,753-18.0% |
| Participant deferral / active EE | $10,599 | $8,101+30.8% | $7,759+36.6% | $6,711+57.9% |
| Admin fee / account holder | $22,456 | $12,402+81.1% | $10,764+108.6% | $11,407+96.9% |