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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 | $226,603 | $165,381+37.0% | $149,730+51.3% | $158,966+42.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 9.64% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.3pp |
| Employer contribution / active EE | $2,336 | $5,104-54.2% | $4,645-49.7% | $4,762-50.9% |
| Participant deferral / active EE | $7,256 | $7,182+1.0% | $6,843+6.0% | $5,983+21.3% |
| Admin fee / account holder | $13,554 | $10,809+25.4% | $9,310+45.6% | $11,250+20.5% |