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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 | $234,314 | $165,399+41.7% | $149,745+56.5% | $158,982+47.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.21% | 348.34%-333.1pp | 276.72%-261.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $3,437 | $5,105-32.7% | $4,646-26.0% | $4,763-27.8% |
| Participant deferral / active EE | $8,274 | $7,183+15.2% | $6,843+20.9% | $5,983+38.3% |
| Admin fee / account holder | $2,470 | $10,811-77.2% | $9,312-73.5% | $11,252-78.0% |