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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 | $240,102 | $117,846+103.7% | $102,434+134.4% | $145,884+64.6% |
| Participation rate | 36.8% | 78.6%-41.8pp | 76.5%-39.7pp | 80.3%-43.5pp |
| Annual return | 13.86% | 31.90%-18.0pp | 29.46%-15.6pp | 551.85%-538.0pp |
| Employer contribution / active EE | $8,708 | $3,615+140.9% | $3,023+188.1% | $4,662+86.8% |
| Participant deferral / active EE | $3,805 | $5,733-33.6% | $5,055-24.7% | $6,690-43.1% |
| Admin fee / account holder | $25,364 | $13,356+89.9% | $9,462+168.1% | $13,392+89.4% |