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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 | $176,595 | $111,535+58.3% | $105,223+67.8% | $137,256+28.7% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 34.11% | 237.85%-203.7pp | 180.65%-146.5pp | 220.34%-186.2pp |
| Employer contribution / active EE | $6,035 | $3,939+53.2% | $3,689+63.6% | $4,156+45.2% |
| Participant deferral / active EE | $8,869 | $5,500+61.3% | $5,072+74.9% | $6,407+38.4% |
| Admin fee / account holder | $23,459 | $9,721+141.3% | $8,859+164.8% | $12,270+91.2% |