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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 | $233,508 | $160,040+45.9% | $147,096+58.7% | $145,877+60.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 11.09% | 98.49%-87.4pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,168 | $5,289-59.0% | $4,936-56.1% | $4,663-53.5% |
| Participant deferral / active EE | $5,918 | $8,429-29.8% | $8,071-26.7% | $6,691-11.6% |
| Admin fee / account holder | $1,101 | $15,050-92.7% | $13,005-91.5% | $13,402-91.8% |