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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 | $148,321 | $111,814+32.6% | $93,654+58.4% | $145,959+1.6% |
| Participation rate | 47.1% | 74.2%-27.2pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | 9.46% | 203.30%-193.8pp | 133.34%-123.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,844 | $3,092-40.3% | $2,421-23.8% | $4,661-60.4% |
| Participant deferral / active EE | $7,617 | $4,914+55.0% | $4,413+72.6% | $6,689+13.9% |
| Admin fee / account holder | $5,989 | $10,246-41.5% | $8,282-27.7% | $13,398-55.3% |