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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 | $210,298 | $183,592+14.5% | $155,574+35.2% | $145,877+44.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.59% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,168 | $5,317-59.2% | $4,676-53.6% | $4,663-53.5% |
| Participant deferral / active EE | $6,188 | $6,466-4.3% | $5,629+9.9% | $6,691-7.5% |
| Admin fee / account holder | $1,655 | $19,316-91.4% | $15,914-89.6% | $13,402-87.7% |