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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 | $176,703 | $159,978+10.5% | $147,041+20.2% | $145,978+21.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.10% | 98.36%-83.3pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $4,933 | $5,288-6.7% | $4,9350% | $4,662+5.8% |
| Participant deferral / active EE | $21,776 | $8,429+158.4% | $8,071+169.8% | $6,690+225.5% |
| Admin fee / account holder | $1,844 | $15,053-87.7% | $13,006-85.8% | $13,400-86.2% |