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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 | $216,426 | $157,276+37.6% | $141,177+53.3% | $152,885+41.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 19.99% | 64.33%-44.3pp | 71.40%-51.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $7,885 | $5,262+49.9% | $4,736+66.5% | $4,763+65.6% |
| Participant deferral / active EE | $12,009 | $7,110+68.9% | $6,710+79.0% | $5,851+105.2% |
| Admin fee / account holder | $1,475 | $12,123-87.8% | $10,263-85.6% | $11,598-87.3% |