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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 | $209,764 | $108,911+92.6% | $100,392+108.9% | $145,884+43.8% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 21.85% | 58.23%-36.4pp | 49.45%-27.6pp | 551.85%-530.0pp |
| Employer contribution / active EE | $2,964 | $4,420-32.9% | $3,941-24.8% | $4,662-36.4% |
| Participant deferral / active EE | $11,098 | $8,459+31.2% | $8,090+37.2% | $6,690+65.9% |
| Admin fee / account holder | $1,009 | $9,698-89.6% | $7,904-87.2% | $13,392-92.5% |