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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 | $236,791 | $159,978+48.0% | $147,041+61.0% | $145,978+62.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.97% | 98.36%-88.4pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,575 | $5,288-51.3% | $4,935-47.8% | $4,662-44.8% |
| Participant deferral / active EE | $12,023 | $8,429+42.6% | $8,071+49.0% | $6,690+79.7% |
| Admin fee / account holder | $2,271 | $15,053-84.9% | $13,006-82.5% | $13,400-83.1% |