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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 | $187,054 | $183,539+1.9% | $155,556+20.2% | $145,897+28.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.39% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,182 | $5,315-40.1% | $4,675-31.9% | $4,663-31.8% |
| Participant deferral / active EE | $11,154 | $6,467+72.5% | $5,631+98.1% | $6,689+66.7% |
| Admin fee / account holder | $8,001 | $19,275-58.5% | $15,885-49.6% | $13,390-40.2% |