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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 | $214,112 | $157,296+36.1% | $141,191+51.6% | $152,897+40.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.93% | 64.34%-40.4pp | 71.41%-47.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $4,148 | $5,262-21.2% | $4,736-12.4% | $4,764-12.9% |
| Participant deferral / active EE | $7,102 | $7,111-0.1% | $6,710+5.8% | $5,851+21.4% |
| Admin fee / account holder | $1,414 | $12,125-88.3% | $10,264-86.2% | $11,599-87.8% |