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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 | $196,319 | $160,028+22.7% | $147,080+33.5% | $145,884+34.6% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 15.88% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,041 | $5,286-80.3% | $4,933-78.9% | $4,662-77.7% |
| Participant deferral / active EE | $4,791 | $8,422-43.1% | $8,066-40.6% | $6,690-28.4% |
| Admin fee / account holder | $749 | $15,030-95.0% | $12,989-94.2% | $13,392-94.4% |