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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 | $232,158 | $160,070+45.0% | $147,117+57.8% | $145,897+59.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 10.93% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,676 | $5,285-68.3% | $4,932-66.0% | $4,663-64.1% |
| Participant deferral / active EE | $5,204 | $8,419-38.2% | $8,065-35.5% | $6,689-22.2% |
| Admin fee / account holder | $1,558 | $15,035-89.6% | $12,993-88.0% | $13,390-88.4% |