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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 | $249,258 | $134,817+84.9% | $123,973+101.1% | $155,188+60.6% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.7%-7.4pp | 80.8%-11.6pp |
| Annual return | 10.44% | 515.49%-505.1pp | 388.13%-377.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $2,330 | $4,425-47.3% | $4,126-43.5% | $4,248-45.2% |
| Participant deferral / active EE | $6,585 | $5,706+15.4% | $5,247+25.5% | $6,531+0.8% |
| Admin fee / account holder | $193,293 | $13,245+1359.3% | $11,799+1538.2% | $14,480+1234.9% |