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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 | $248,022 | $125,184+98.1% | $105,607+134.9% | $145,884+70.0% |
| Participation rate | 47.1% | 77.6%-30.6pp | 75.3%-28.2pp | 80.3%-33.2pp |
| Annual return | 12.16% | 225.00%-212.8pp | 116.11%-103.9pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,410 | $3,720-35.2% | $3,167-23.9% | $4,662-48.3% |
| Participant deferral / active EE | $4,934 | $5,714-13.7% | $5,011-1.5% | $6,690-26.2% |
| Admin fee / account holder | $14,376 | $17,133-16.1% | $10,958+31.2% | $13,392+7.3% |