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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 | $241,636 | $183,516+31.7% | $155,534+55.4% | $145,884+65.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.44% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,530 | $5,315-71.2% | $4,675-67.3% | $4,662-67.2% |
| Participant deferral / active EE | $6,893 | $6,467+6.6% | $5,630+22.4% | $6,690+3.0% |
| Admin fee / account holder | $1,295 | $19,293-93.3% | $15,900-91.9% | $13,392-90.3% |