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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 | $214,642 | $157,296+36.5% | $141,191+52.0% | $152,897+40.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.14% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,847 | $5,262-64.9% | $4,736-61.0% | $4,764-61.2% |
| Participant deferral / active EE | $8,606 | $7,111+21.0% | $6,710+28.3% | $5,851+47.1% |
| Admin fee / account holder | $1,545 | $12,125-87.3% | $10,264-84.9% | $11,599-86.7% |