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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 | $232,175 | $183,627+26.4% | $155,602+49.2% | $145,978+59.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.38% | 61.32%-49.9pp | 64.81%-53.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $2,808 | $5,316-47.2% | $4,675-39.9% | $4,662-39.8% |
| Participant deferral / active EE | $6,573 | $6,466+1.7% | $5,629+16.8% | $6,690-1.7% |
| Admin fee / account holder | $350,005 | $19,327+1710.9% | $15,923+2098.1% | $13,400+2511.9% |