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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 | $205,577 | $148,623+38.3% | $135,974+51.2% | $139,466+47.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.23% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $3,030 | $5,246-42.2% | $4,859-37.6% | $4,754-36.3% |
| Participant deferral / active EE | $5,507 | $8,103-32.0% | $7,760-29.0% | $6,712-18.0% |
| Admin fee / account holder | $2,508 | $12,406-79.8% | $10,767-76.7% | $11,409-78.0% |