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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 | $232,478 | $183,516+26.7% | $155,534+49.5% | $145,884+59.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.62% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,241 | $5,315-76.7% | $4,675-73.5% | $4,662-73.4% |
| Participant deferral / active EE | $2,539 | $6,467-60.7% | $5,630-54.9% | $6,690-62.0% |
| Admin fee / account holder | $964 | $19,293-95.0% | $15,900-93.9% | $13,392-92.8% |