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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 | $206,633 | $157,296+31.4% | $141,191+46.3% | $152,897+35.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 29.16% | 64.34%-35.2pp | 71.41%-42.2pp | 345.43%-316.3pp |
| Employer contribution / active EE | $3,059 | $5,262-41.9% | $4,736-35.4% | $4,764-35.8% |
| Participant deferral / active EE | $9,442 | $7,111+32.8% | $6,710+40.7% | $5,851+61.4% |
| Admin fee / account holder | $3,417 | $12,125-71.8% | $10,264-66.7% | $11,599-70.5% |