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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 | $132,634+61.2% | $115,768+84.7% | $137,256+55.8% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.4%-18.8pp | 80.0%-24.4pp |
| Annual return | 110.84% | 160.70%-49.9pp | 100.46%+10.4pp | 220.34%-109.5pp |
| Employer contribution / active EE | $2,889 | $3,360-14.0% | $2,940-1.7% | $4,156-30.5% |
| Participant deferral / active EE | $2,889 | $5,619-48.6% | $4,917-41.2% | $6,407-54.9% |
| Admin fee / account holder | $12,862 | $15,028-14.4% | $12,439+3.4% | $12,270+4.8% |