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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 | $165,359 | $111,535+48.3% | $105,223+57.1% | $137,256+20.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 15.80% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $35,500 | $3,939+801.2% | $3,689+862.5% | $4,156+754.2% |
| Participant deferral / active EE | $15,000 | $5,500+172.7% | $5,072+195.8% | $6,407+134.1% |
| Admin fee / account holder | $1,721 | $9,721-82.3% | $8,859-80.6% | $12,270-86.0% |