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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 | $236,310 | $103,392+128.6% | $87,104+171.3% | $152,897+54.6% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.9%-8.1pp | 82.5%-13.7pp |
| Annual return | 19.14% | 28.10%-9.0pp | 28.19%-9.1pp | 345.43%-326.3pp |
| Employer contribution / active EE | $6,737 | $3,221+109.2% | $2,521+167.2% | $4,764+41.4% |
| Participant deferral / active EE | $6,273 | $4,778+31.3% | $4,048+54.9% | $5,851+7.2% |
| Admin fee / account holder | $24,654 | $12,194+102.2% | $7,491+229.1% | $11,599+112.5% |