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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 | $177,799 | $160,070+11.1% | $147,117+20.9% | $145,897+21.9% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 21.00% | 98.69%-77.7pp | 420.54%-399.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $3,866 | $5,285-26.8% | $4,932-21.6% | $4,663-17.1% |
| Participant deferral / active EE | $10,387 | $8,419+23.4% | $8,065+28.8% | $6,689+55.3% |
| Admin fee / account holder | $4,675 | $15,035-68.9% | $12,993-64.0% | $13,390-65.1% |