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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 | $246,995 | $174,379+41.6% | $152,093+62.4% | $138,895+77.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 42.38% | 74.86%-32.5pp | 66.36%-24.0pp | 145.39%-103.0pp |
| Employer contribution / active EE | $896 | $4,652-80.7% | $4,175-78.5% | $4,194-78.6% |
| Participant deferral / active EE | $4,891 | $6,159-20.6% | $5,451-10.3% | $6,396-23.5% |
| Admin fee / account holder | $51,389 | $16,880+204.4% | $14,497+254.5% | $12,562+309.1% |