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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 | $242,640 | $172,111+41.0% | $150,298+61.4% | $137,256+76.8% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 16.15% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,000 | $4,636-78.4% | $4,154-75.9% | $4,156-75.9% |
| Participant deferral / active EE | $10,000 | $6,166+62.2% | $5,453+83.4% | $6,407+56.1% |
| Admin fee / account holder | $968 | $16,471-94.1% | $14,116-93.1% | $12,270-92.1% |