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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 | $197,676 | $160,028+23.5% | $147,080+34.4% | $145,884+35.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 20.49% | 98.60%-78.1pp | 420.17%-399.7pp | 551.85%-531.4pp |
| Employer contribution / active EE | $3,322 | $5,286-37.1% | $4,933-32.7% | $4,662-28.7% |
| Participant deferral / active EE | $6,661 | $8,422-20.9% | $8,066-17.4% | $6,690-0.4% |
| Admin fee / account holder | $3,177 | $15,030-78.9% | $12,989-75.5% | $13,392-76.3% |