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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 | $237,709 | $111,535+113.1% | $105,223+125.9% | $137,256+73.2% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 13.80% | 237.85%-224.1pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,010 | $3,939-23.6% | $3,689-18.4% | $4,156-27.6% |
| Participant deferral / active EE | $9,550 | $5,500+73.6% | $5,072+88.3% | $6,407+49.1% |
| Admin fee / account holder | $3,712 | $9,721-61.8% | $8,859-58.1% | $12,270-69.7% |