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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 | $214,213 | $171,492+24.9% | $150,734+42.1% | $198,609+7.9% |
| Participation rate | 52.9% | 81.4%-28.5pp | 78.4%-25.5pp | 82.4%-29.4pp |
| Annual return | 17.97% | 804.70%-786.7pp | 600.81%-582.8pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,435 | $5,470-55.5% | $4,918-50.5% | $5,055-51.8% |
| Participant deferral / active EE | $6,827 | $6,259+9.1% | $5,610+21.7% | $6,977-2.1% |
| Admin fee / account holder | $1,956 | $17,628-88.9% | $14,905-86.9% | $19,030-89.7% |