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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 | $201,246 | $111,814+80.0% | $93,654+114.9% | $145,959+37.9% |
| Participation rate | 60.9% | 74.2%-13.3pp | 68.7%-7.9pp | 80.3%-19.4pp |
| Annual return | 10.06% | 203.30%-193.2pp | 133.34%-123.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,351 | $3,092-23.9% | $2,421-2.9% | $4,661-49.5% |
| Participant deferral / active EE | $5,741 | $4,914+16.8% | $4,413+30.1% | $6,689-14.2% |
| Admin fee / account holder | $7,752 | $10,246-24.3% | $8,282-6.4% | $13,398-42.1% |