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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 | $247,502 | $176,120+40.5% | $159,487+55.2% | $167,553+47.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 14.72% | 331.95%-317.2pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,050 | $5,299-80.2% | $4,831-78.3% | $4,840-78.3% |
| Participant deferral / active EE | $9,750 | $7,752+25.8% | $7,354+32.6% | $6,343+53.7% |
| Admin fee / account holder | $4,067 | $12,561-67.6% | $10,804-62.4% | $12,316-67.0% |