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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 | $221,649 | $211,224+4.9% | $178,505+24.2% | $145,897+51.9% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 16.14% | 30.28%-14.1pp | 27.16%-11.0pp | 552.29%-536.2pp |
| Employer contribution / active EE | $16,197 | $4,577+253.9% | $3,955+309.5% | $4,663+247.4% |
| Participant deferral / active EE | $25,726 | $6,966+269.3% | $6,280+309.6% | $6,689+284.6% |
| Admin fee / account holder | $28,289 | $12,109+133.6% | $10,428+171.3% | $13,390+111.3% |