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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 | $235,960 | $72,071+227.4% | $68,368+245.1% | $137,256+71.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.01% | 353.14%-338.1pp | 292.57%-277.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,938 | $2,788+41.2% | $2,649+48.6% | $4,156-5.3% |
| Participant deferral / active EE | $4,500 | $4,410+2.0% | $4,123+9.2% | $6,407-29.8% |
| Admin fee / account holder | $5,817 | $5,336+9.0% | $5,150+13.0% | $12,270-52.6% |