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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 | $203,301 | $160,070+27.0% | $147,117+38.2% | $145,897+39.3% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 12.27% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,712 | $5,285-67.6% | $4,932-65.3% | $4,663-63.3% |
| Participant deferral / active EE | $8,142 | $8,419-3.3% | $8,065+1.0% | $6,689+21.7% |
| Admin fee / account holder | $21,861 | $15,035+45.4% | $12,993+68.3% | $13,390+63.3% |