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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 | $243,733 | $175,231+39.1% | $149,696+62.8% | $139,466+74.8% |
| Participation rate | 47.1% | 83.4%-36.3pp | 78.8%-31.7pp | 80.3%-33.3pp |
| Annual return | 14.58% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,520 | $5,478-54.0% | $4,821-47.7% | $4,754-47.0% |
| Participant deferral / active EE | $4,279 | $6,521-34.4% | $5,682-24.7% | $6,712-36.2% |
| Admin fee / account holder | $5,023 | $16,155-68.9% | $13,212-62.0% | $11,409-56.0% |