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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 | $248,294 | $148,623+67.1% | $135,974+82.6% | $139,466+78.0% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 17.67% | 79.30%-61.6pp | 68.30%-50.6pp | 373.66%-356.0pp |
| Employer contribution / active EE | $1,669 | $5,246-68.2% | $4,859-65.7% | $4,754-64.9% |
| Participant deferral / active EE | $7,506 | $8,103-7.4% | $7,760-3.3% | $6,712+11.8% |
| Admin fee / account holder | $3,050 | $12,406-75.4% | $10,767-71.7% | $11,409-73.3% |