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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 | $241,158 | $169,361+42.4% | $129,397+86.4% | $145,877+65.3% |
| Participation rate | 52.9% | 76.5%-23.5pp | 69.6%-16.7pp | 80.3%-27.4pp |
| Annual return | 12.42% | 14395.54%-14383.1pp | 9453.98%-9441.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,109 | $5,542-43.9% | $4,154-25.2% | $4,663-33.3% |
| Participant deferral / active EE | $6,934 | $4,987+39.0% | $4,167+66.4% | $6,691+3.6% |
| Admin fee / account holder | $1,445 | $9,903-85.4% | $7,679-81.2% | $13,402-89.2% |