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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 | $184,498 | $132,634+39.1% | $115,768+59.4% | $137,256+34.4% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 10.67% | 160.70%-150.0pp | 100.46%-89.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $5,798 | $3,360+72.6% | $2,940+97.2% | $4,156+39.5% |
| Participant deferral / active EE | $3,969 | $5,619-29.4% | $4,917-19.3% | $6,407-38.0% |
| Admin fee / account holder | $15,826 | $15,028+5.3% | $12,439+27.2% | $12,270+29.0% |