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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 | $243,423 | $150,435+61.8% | $120,580+101.9% | $145,897+66.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 12.07% | 154.60%-142.5pp | 107.48%-95.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $4,990 | $4,352+14.7% | $3,469+43.8% | $4,663+7.0% |
| Participant deferral / active EE | $16,223 | $6,174+162.8% | $4,995+224.7% | $6,689+142.5% |
| Admin fee / account holder | $2,659 | $12,182-78.2% | $9,418-71.8% | $13,390-80.1% |