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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 | $243,593 | $185,141+31.6% | $153,416+58.8% | $155,188+57.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 80.8%-80.8pp |
| Annual return | 11.19% | 18.72%-7.5pp | 17.84%-6.6pp | 148.84%-137.6pp |
| Employer contribution / active EE | $2,517 | $4,489-43.9% | $3,764-33.1% | $4,248-40.7% |
| Participant deferral / active EE | $12,640 | $5,477+130.8% | $4,723+167.6% | $6,531+93.5% |
| Admin fee / account holder | $2,162 | $16,005-86.5% | $13,095-83.5% | $14,480-85.1% |