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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 | $205,457 | $111,814+83.7% | $93,654+119.4% | $145,959+40.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 9.32% | 203.30%-194.0pp | 133.34%-124.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,508 | $3,092-18.9% | $2,421+3.6% | $4,661-46.2% |
| Participant deferral / active EE | $5,762 | $4,914+17.2% | $4,413+30.6% | $6,689-13.9% |
| Admin fee / account holder | $1,374 | $10,246-86.6% | $8,282-83.4% | $13,398-89.7% |