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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 | $224,398 | $202,440+10.8% | $169,390+32.5% | $139,466+60.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 17.92% | 532.36%-514.4pp | 406.07%-388.2pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,913 | $4,693-37.9% | $4,013-27.4% | $4,754-38.7% |
| Participant deferral / active EE | $4,915 | $6,940-29.2% | $6,222-21.0% | $6,712-26.8% |
| Admin fee / account holder | $5,141 | $10,722-52.1% | $9,015-43.0% | $11,409-54.9% |