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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 | $195,211 | $165,399+18.0% | $149,745+30.4% | $158,982+22.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 22.36% | 348.34%-326.0pp | 276.72%-254.4pp | 302.99%-280.6pp |
| Employer contribution / active EE | $1,664 | $5,105-67.4% | $4,646-64.2% | $4,763-65.1% |
| Participant deferral / active EE | $6,606 | $7,183-8.0% | $6,843-3.5% | $5,983+10.4% |
| Admin fee / account holder | $3,944 | $10,811-63.5% | $9,312-57.6% | $11,252-64.9% |