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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 | $213,856 | $139,948+52.8% | $121,663+75.8% | $154,746+38.2% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.5%-18.9pp | 80.7%-25.1pp |
| Annual return | 110.84% | 230.52%-119.7pp | 147.54%-36.7pp | 172.34%-61.5pp |
| Employer contribution / active EE | $2,889 | $3,521-18.0% | $3,020-4.3% | $4,379-34.0% |
| Participant deferral / active EE | $2,889 | $5,629-48.7% | $4,887-40.9% | $6,730-57.1% |
| Admin fee / account holder | $12,862 | $17,321-25.7% | $14,289-10.0% | $14,365-10.5% |