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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 | $192,494 | $148,623+29.5% | $135,974+41.6% | $139,466+38.0% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 16.37% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,788 | $5,246-46.9% | $4,859-42.6% | $4,754-41.4% |
| Participant deferral / active EE | $4,845 | $8,103-40.2% | $7,760-37.6% | $6,712-27.8% |
| Admin fee / account holder | $1,146 | $12,406-90.8% | $10,767-89.4% | $11,409-90.0% |