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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 | $229,042 | $183,592+24.8% | $155,574+47.2% | $145,877+57.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 771.59% | 61.37%+710.2pp | 64.87%+706.7pp | 551.28%+220.3pp |
| Employer contribution / active EE | $2,550 | $5,317-52.0% | $4,676-45.5% | $4,663-45.3% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,691+14.6% |
| Admin fee / account holder | $656 | $19,316-96.6% | $15,914-95.9% | $13,402-95.1% |