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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 | $214,398 | $217,427-1.4% | $185,837+15.4% | $167,518+28.0% |
| Participation rate | 45.5% | 86.0%-40.6pp | 81.7%-36.3pp | 82.1%-36.7pp |
| Annual return | 12.34% | 148.39%-136.1pp | 122.08%-109.7pp | 478.71%-466.4pp |
| Employer contribution / active EE | $5,295 | $5,874-9.9% | $5,168+2.5% | $4,838+9.4% |
| Participant deferral / active EE | $8,385 | $6,357+31.9% | $5,568+50.6% | $6,342+32.2% |
| Admin fee / account holder | $78,255 | $19,816+294.9% | $16,241+381.8% | $12,312+535.6% |