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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 | $249,812 | $239,571+4.3% | $183,328+36.3% | $137,256+82.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 80.0%-80.0pp |
| Annual return | 10.97% | 35.69%-24.7pp | 29.67%-18.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $11,250 | $6,148+83.0% | $5,055+122.6% | $4,156+170.7% |
| Participant deferral / active EE | $7,750 | $7,995-3.1% | $6,795+14.0% | $6,407+21.0% |
| Admin fee / account holder | $2,004 | $30,059-93.3% | $21,427-90.6% | $12,270-83.7% |