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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 | $172,662 | $160,070+7.9% | $147,117+17.4% | $145,897+18.3% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 17.05% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,113 | $5,285-78.9% | $4,932-77.4% | $4,663-76.1% |
| Participant deferral / active EE | $5,350 | $8,419-36.5% | $8,065-33.7% | $6,689-20.0% |
| Admin fee / account holder | $30,560 | $15,035+103.3% | $12,993+135.2% | $13,390+128.2% |