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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 | $207,813 | $160,028+29.9% | $147,080+41.3% | $145,884+42.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.40% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $19,047 | $5,286+260.4% | $4,933+286.1% | $4,662+308.5% |
| Participant deferral / active EE | $2,892 | $8,422-65.7% | $8,066-64.2% | $6,690-56.8% |
| Admin fee / account holder | $1,318 | $15,030-91.2% | $12,989-89.9% | $13,392-90.2% |