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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 | $200,553 | $171,492+16.9% | $150,734+33.1% | $198,609+1.0% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 12.68% | 804.70%-792.0pp | 600.81%-588.1pp | 202.70%-190.0pp |
| Employer contribution / active EE | $2,992 | $5,470-45.3% | $4,918-39.2% | $5,055-40.8% |
| Participant deferral / active EE | $8,069 | $6,259+28.9% | $5,610+43.8% | $6,977+15.7% |
| Admin fee / account holder | $3,243 | $17,628-81.6% | $14,905-78.2% | $19,030-83.0% |