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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 | $217,269 | $160,028+35.8% | $147,080+47.7% | $145,884+48.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 17.03% | 98.60%-81.6pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,389 | $5,286-73.7% | $4,933-71.8% | $4,662-70.2% |
| Participant deferral / active EE | $2,968 | $8,422-64.8% | $8,066-63.2% | $6,690-55.6% |
| Admin fee / account holder | $10,151 | $15,030-32.5% | $12,989-21.8% | $13,392-24.2% |