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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 | $167,030+42.2% | $135,768+74.9% | $155,188+53.0% |
| Participation rate | 47.1% | 76.2%-29.1pp | 71.1%-24.0pp | 80.8%-33.7pp |
| Annual return | 16.42% | 678.39%-662.0pp | 526.10%-509.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,983 | $4,132-52.0% | $3,394-41.6% | $4,248-53.3% |
| Participant deferral / active EE | $5,901 | $4,528+30.3% | $3,977+48.4% | $6,531-9.7% |
| Admin fee / account holder | $664 | $8,172-91.9% | $7,048-90.6% | $14,480-95.4% |