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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 | $198,033 | $148,623+33.2% | $135,974+45.6% | $139,466+42.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 13.83% | 79.30%-65.5pp | 68.30%-54.5pp | 373.66%-359.8pp |
| Employer contribution / active EE | $1,877 | $5,246-64.2% | $4,859-61.4% | $4,754-60.5% |
| Participant deferral / active EE | $5,863 | $8,103-27.6% | $7,760-24.4% | $6,712-12.6% |
| Admin fee / account holder | $10,221 | $12,406-17.6% | $10,767-5.1% | $11,409-10.4% |