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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 | $242,809 | $160,070+51.7% | $147,117+65.0% | $145,897+66.4% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 17.01% | 98.69%-81.7pp | 420.54%-403.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,778 | $5,285-28.5% | $4,932-23.4% | $4,663-19.0% |
| Participant deferral / active EE | $9,437 | $8,419+12.1% | $8,065+17.0% | $6,689+41.1% |
| Admin fee / account holder | $663 | $15,035-95.6% | $12,993-94.9% | $13,390-95.0% |