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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 | $160,040+48.0% | $147,096+61.0% | $145,877+62.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.97% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,575 | $5,289-51.3% | $4,936-47.8% | $4,663-44.8% |
| Participant deferral / active EE | $12,023 | $8,429+42.6% | $8,071+49.0% | $6,691+79.7% |
| Admin fee / account holder | $2,271 | $15,050-84.9% | $13,005-82.5% | $13,402-83.1% |