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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 | $239,380 | $232,540+2.9% | $185,117+29.3% | $147,586+62.2% |
| Participation rate | 43.8% | 82.4%-38.6pp | 77.3%-33.5pp | 82.8%-39.1pp |
| Annual return | 10.71% | 43.03%-32.3pp | 40.50%-29.8pp | 578.59%-567.9pp |
| Employer contribution / active EE | $9,602 | $5,195+84.8% | $4,182+129.6% | $4,876+96.9% |
| Participant deferral / active EE | $9,610 | $5,834+64.7% | $5,045+90.5% | $5,439+76.7% |
| Admin fee / account holder | $5,022 | $10,275-51.1% | $8,159-38.4% | $10,886-53.9% |