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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 | $238,458 | $129,737+83.8% | $119,126+100.2% | $154,746+54.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 19.00% | 379.08%-360.1pp | 282.11%-263.1pp | 172.34%-153.3pp |
| Employer contribution / active EE | $5,306 | $4,375+21.3% | $4,034+31.5% | $4,379+21.2% |
| Participant deferral / active EE | $23,167 | $5,842+296.6% | $5,318+335.6% | $6,730+244.2% |
| Admin fee / account holder | $318 | $11,961-97.3% | $10,693-97.0% | $14,365-97.8% |