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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 | $160,028+28.8% | $147,080+40.2% | $145,884+41.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.70% | 98.60%-81.9pp | 420.17%-403.5pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,300 | $5,286-56.5% | $4,933-53.4% | $4,662-50.7% |
| Participant deferral / active EE | $3,125 | $8,422-62.9% | $8,066-61.3% | $6,690-53.3% |
| Admin fee / account holder | $1,022 | $15,030-93.2% | $12,989-92.1% | $13,392-92.4% |