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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 | $224,854 | $166,131+35.3% | $164,975+36.3% | $145,877+54.1% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 14.34% | 100.37%-86.0pp | 70.12%-55.8pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,242 | $5,276-57.5% | $4,343-48.4% | $4,663-51.9% |
| Participant deferral / active EE | $6,016 | $6,962-13.6% | $6,033-0.3% | $6,691-10.1% |
| Admin fee / account holder | $1,346 | $16,648-91.9% | $12,688-89.4% | $13,402-90.0% |