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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 | $218,143 | $209,425+4.2% | $178,499+22.2% | $158,966+37.2% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 20.21% | 188.80%-168.6pp | 151.10%-130.9pp | 302.95%-282.7pp |
| Employer contribution / active EE | $3,200 | $5,707-43.9% | $5,011-36.1% | $4,762-32.8% |
| Participant deferral / active EE | $12,144 | $5,955+103.9% | $5,202+133.4% | $5,983+103.0% |
| Admin fee / account holder | $840 | $17,078-95.1% | $13,986-94.0% | $11,250-92.5% |