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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 | $195,829 | $160,070+22.3% | $147,117+33.1% | $145,897+34.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.92% | 98.69%-77.8pp | 420.54%-399.6pp | 552.29%-531.4pp |
| Employer contribution / active EE | $2,251 | $5,285-57.4% | $4,932-54.4% | $4,663-51.7% |
| Participant deferral / active EE | $4,378 | $8,419-48.0% | $8,065-45.7% | $6,689-34.5% |
| Admin fee / account holder | $1,354 | $15,035-91.0% | $12,993-89.6% | $13,390-89.9% |