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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 | $236,822 | $217,432+8.9% | $185,851+27.4% | $167,553+41.3% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 9.12% | 148.43%-139.3pp | 122.11%-113.0pp | 478.89%-469.8pp |
| Employer contribution / active EE | $2,698 | $5,874-54.1% | $5,168-47.8% | $4,840-44.3% |
| Participant deferral / active EE | $7,118 | $6,357+12.0% | $5,569+27.8% | $6,343+12.2% |
| Admin fee / account holder | $22,364 | $19,820+12.8% | $16,245+37.7% | $12,316+81.6% |