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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 | $159,978+45.1% | $147,041+57.9% | $145,978+59.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 10.93% | 98.36%-87.4pp | 419.21%-408.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,676 | $5,288-68.3% | $4,935-66.0% | $4,662-64.1% |
| Participant deferral / active EE | $5,204 | $8,429-38.3% | $8,071-35.5% | $6,690-22.2% |
| Admin fee / account holder | $1,558 | $15,053-89.6% | $13,006-88.0% | $13,400-88.4% |