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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 | $235,396 | $159,978+47.1% | $147,041+60.1% | $145,978+61.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.59% | 98.36%-86.8pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $3,240 | $5,288-38.7% | $4,935-34.3% | $4,662-30.5% |
| Participant deferral / active EE | $14,256 | $8,429+69.1% | $8,071+76.6% | $6,690+113.1% |
| Admin fee / account holder | $955 | $15,053-93.7% | $13,006-92.7% | $13,400-92.9% |