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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 | $237,850 | $155,555+52.9% | $146,866+62.0% | $155,188+53.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 15.68% | 115.41%-99.7pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $5,662 | $4,647+21.8% | $4,425+28.0% | $4,248+33.3% |
| Participant deferral / active EE | $5,662 | $8,044-29.6% | $7,759-27.0% | $6,531-13.3% |
| Admin fee / account holder | $5,903 | $14,755-60.0% | $13,620-56.7% | $14,480-59.2% |