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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 | $219,236 | $160,070+37.0% | $147,117+49.0% | $145,897+50.3% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 12.20% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,561 | $5,285-70.5% | $4,932-68.3% | $4,663-66.5% |
| Participant deferral / active EE | $5,321 | $8,419-36.8% | $8,065-34.0% | $6,689-20.5% |
| Admin fee / account holder | $1,061 | $15,035-92.9% | $12,993-91.8% | $13,390-92.1% |