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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 | $237,582 | $176,105+34.9% | $159,474+49.0% | $167,536+41.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 21.72% | 331.91%-310.2pp | 263.68%-242.0pp | 478.82%-457.1pp |
| Employer contribution / active EE | $2,435 | $5,299-54.0% | $4,831-49.6% | $4,839-49.7% |
| Participant deferral / active EE | $6,789 | $7,751-12.4% | $7,353-7.7% | $6,342+7.0% |
| Admin fee / account holder | $1,347 | $12,559-89.3% | $10,802-87.5% | $12,315-89.1% |