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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 | $248,135 | $148,623+67.0% | $135,974+82.5% | $139,466+77.9% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 16.39% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,241 | $5,246-76.4% | $4,859-74.5% | $4,754-73.9% |
| Participant deferral / active EE | $3,692 | $8,103-54.4% | $7,760-52.4% | $6,712-45.0% |
| Admin fee / account holder | $9,653 | $12,406-22.2% | $10,767-10.3% | $11,409-15.4% |