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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 | $246,518 | $169,356+45.6% | $129,406+90.5% | $145,897+69.0% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 15.52% | 14418.62%-14403.1pp | 9468.18%-9452.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,054 | $5,542-62.9% | $4,155-50.6% | $4,663-56.0% |
| Participant deferral / active EE | $3,378 | $4,987-32.3% | $4,167-18.9% | $6,689-49.5% |
| Admin fee / account holder | $37,358 | $9,915+276.8% | $7,689+385.9% | $13,390+179.0% |