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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 | $231,749 | $125,184+85.1% | $105,607+119.4% | $145,884+58.9% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 10.19% | 225.00%-214.8pp | 116.11%-105.9pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,633 | $3,720-29.2% | $3,167-16.9% | $4,662-43.5% |
| Participant deferral / active EE | $6,107 | $5,714+6.9% | $5,011+21.9% | $6,690-8.7% |
| Admin fee / account holder | $552 | $17,133-96.8% | $10,958-95.0% | $13,392-95.9% |