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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 | $150,412+61.8% | $120,574+101.9% | $145,884+66.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 12.07% | 154.50%-142.4pp | 107.42%-95.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $4,990 | $4,355+14.6% | $3,471+43.8% | $4,662+7.0% |
| Participant deferral / active EE | $16,223 | $6,175+162.7% | $4,996+224.7% | $6,690+142.5% |
| Admin fee / account holder | $2,659 | $12,224-78.3% | $9,445-71.9% | $13,392-80.1% |