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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 | $177,595+20.4% | $148,496+44.0% | $198,609+7.7% |
| Participation rate | 55.6% | 79.3%-23.7pp | 76.0%-20.5pp | 82.4%-26.8pp |
| Annual return | 110.84% | 9.97%+100.9pp | 12.33%+98.5pp | 202.70%-91.9pp |
| Employer contribution / active EE | $2,889 | $4,098-29.5% | $3,497-17.4% | $5,055-42.9% |
| Participant deferral / active EE | $2,889 | $5,539-47.8% | $4,808-39.9% | $6,977-58.6% |
| Admin fee / account holder | $12,862 | $27,010-52.4% | $19,547-34.2% | $19,030-32.4% |