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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 | $237,499 | $149,040+59.4% | $120,225+97.5% | $137,256+73.0% |
| Participation rate | 47.1% | 75.4%-28.4pp | 69.6%-22.5pp | 80.0%-32.9pp |
| Annual return | 16.42% | 605.68%-589.3pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,983 | $4,350-54.4% | $3,475-43.0% | $4,156-52.3% |
| Participant deferral / active EE | $5,901 | $4,655+26.8% | $3,999+47.6% | $6,407-7.9% |
| Admin fee / account holder | $664 | $6,348-89.5% | $5,696-88.4% | $12,270-94.6% |