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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 | $242,380 | $166,131+45.9% | $164,975+46.9% | $145,877+66.2% |
| Participation rate | 47.6% | 82.0%-34.4pp | 78.6%-31.0pp | 80.3%-32.7pp |
| Annual return | 47.09% | 100.37%-53.3pp | 70.12%-23.0pp | 551.28%-504.2pp |
| Employer contribution / active EE | $3,116 | $5,276-40.9% | $4,343-28.2% | $4,663-33.2% |
| Participant deferral / active EE | $8,370 | $6,962+20.2% | $6,033+38.7% | $6,691+25.1% |
| Admin fee / account holder | $3,004 | $16,648-82.0% | $12,688-76.3% | $13,402-77.6% |