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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 | $237,345 | $166,131+42.9% | $164,975+43.9% | $145,877+62.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 14.57% | 100.37%-85.8pp | 70.12%-55.6pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,340 | $5,276-55.6% | $4,343-46.1% | $4,663-49.8% |
| Participant deferral / active EE | $8,325 | $6,962+19.6% | $6,033+38.0% | $6,691+24.4% |
| Admin fee / account holder | $2,877 | $16,648-82.7% | $12,688-77.3% | $13,402-78.5% |