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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 | $210,610 | $183,539+14.7% | $155,556+35.4% | $145,897+44.4% |
| Participation rate | 63.2% | 82.7%-19.6pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 14.23% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,557 | $5,315-51.9% | $4,675-45.3% | $4,663-45.2% |
| Participant deferral / active EE | $7,330 | $6,467+13.3% | $5,631+30.2% | $6,689+9.6% |
| Admin fee / account holder | $4,857 | $19,275-74.8% | $15,885-69.4% | $13,390-63.7% |