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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 | $187,962 | $134,817+39.4% | $123,973+51.6% | $155,188+21.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 14.52% | 515.49%-501.0pp | 388.13%-373.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,107 | $4,425-75.0% | $4,126-73.2% | $4,248-73.9% |
| Participant deferral / active EE | $5,831 | $5,706+2.2% | $5,247+11.1% | $6,531-10.7% |
| Admin fee / account holder | $20,071 | $13,245+51.5% | $11,799+70.1% | $14,480+38.6% |