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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 | $233,025 | $183,516+27.0% | $155,534+49.8% | $145,884+59.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.38% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,600 | $5,315-51.1% | $4,675-44.4% | $4,662-44.2% |
| Participant deferral / active EE | $4,800 | $6,467-25.8% | $5,630-14.7% | $6,690-28.2% |
| Admin fee / account holder | $773 | $19,293-96.0% | $15,900-95.1% | $13,392-94.2% |