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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 | $216,068 | $183,988+17.4% | $162,177+33.2% | $152,897+41.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 27.71% | 150.79%-123.1pp | 115.60%-87.9pp | 345.43%-317.7pp |
| Employer contribution / active EE | $12,219 | $6,370+91.8% | $5,613+117.7% | $4,764+156.5% |
| Participant deferral / active EE | $9,383 | $8,032+16.8% | $7,297+28.6% | $5,851+60.4% |
| Admin fee / account holder | $1,750 | $13,123-86.7% | $10,843-83.9% | $11,599-84.9% |