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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 | $206,185 | $160,040+28.8% | $147,096+40.2% | $145,877+41.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.70% | 98.49%-81.8pp | 419.75%-403.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,300 | $5,289-56.5% | $4,936-53.4% | $4,663-50.7% |
| Participant deferral / active EE | $3,125 | $8,429-62.9% | $8,071-61.3% | $6,691-53.3% |
| Admin fee / account holder | $1,022 | $15,050-93.2% | $13,005-92.1% | $13,402-92.4% |