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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 | $193,315 | $166,268+16.3% | $165,100+17.1% | $145,897+32.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.00% | 100.52%-91.5pp | 70.21%-61.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $9,055 | $5,284+71.4% | $4,348+108.3% | $4,663+94.2% |
| Participant deferral / active EE | $15,250 | $6,964+119.0% | $6,035+152.7% | $6,689+128.0% |
| Admin fee / account holder | $744 | $16,659-95.5% | $12,696-94.1% | $13,390-94.4% |