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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 | $189,847 | $160,028+18.6% | $147,080+29.1% | $145,884+30.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.49% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,187 | $5,286-58.6% | $4,933-55.7% | $4,662-53.1% |
| Participant deferral / active EE | $5,732 | $8,422-31.9% | $8,066-28.9% | $6,690-14.3% |
| Admin fee / account holder | $2,422 | $15,030-83.9% | $12,989-81.4% | $13,392-81.9% |