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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 | $248,176 | $202,463+22.6% | $169,397+46.5% | $139,487+77.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 14.98% | 532.64%-517.7pp | 406.23%-391.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $3,740 | $4,694-20.3% | $4,013-6.8% | $4,755-21.3% |
| Participant deferral / active EE | $14,030 | $6,941+102.1% | $6,223+125.5% | $6,713+109.0% |
| Admin fee / account holder | $1,800 | $10,726-83.2% | $9,017-80.0% | $11,407-84.2% |