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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 | $203,167 | $165,361+22.9% | $149,715+35.7% | $158,950+27.8% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 9.41% | 348.24%-338.8pp | 276.66%-267.3pp | 302.91%-293.5pp |
| Employer contribution / active EE | $2,516 | $5,103-50.7% | $4,645-45.8% | $4,762-47.2% |
| Participant deferral / active EE | $6,313 | $7,182-12.1% | $6,842-7.7% | $5,983+5.5% |
| Admin fee / account holder | $511 | $10,808-95.3% | $9,310-94.5% | $11,248-95.5% |