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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 | $238,640 | $144,130+65.6% | $117,861+102.5% | $147,586+61.7% |
| Participation rate | 57.9% | 83.4%-25.5pp | 79.7%-21.8pp | 82.8%-24.9pp |
| Annual return | 15.74% | 531.20%-515.5pp | 335.11%-319.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,651 | $4,897-45.9% | $3,786-30.0% | $4,876-45.6% |
| Participant deferral / active EE | $6,131 | $5,316+15.3% | $4,482+36.8% | $5,439+12.7% |
| Admin fee / account holder | $3,022 | $10,887-72.2% | $8,021-62.3% | $10,886-72.2% |