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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 | $219,676 | $165,361+32.8% | $149,715+46.7% | $158,950+38.2% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 15.57% | 348.24%-332.7pp | 276.66%-261.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $12,209 | $5,103+139.2% | $4,645+162.9% | $4,762+156.4% |
| Participant deferral / active EE | $6,190 | $7,182-13.8% | $6,842-9.5% | $5,983+3.5% |
| Admin fee / account holder | $2,383 | $10,808-77.9% | $9,310-74.4% | $11,248-78.8% |