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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 | $189,804 | $160,028+18.6% | $147,080+29.0% | $145,884+30.1% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 19.18% | 98.60%-79.4pp | 420.17%-401.0pp | 551.85%-532.7pp |
| Employer contribution / active EE | $2,597 | $5,286-50.9% | $4,933-47.4% | $4,662-44.3% |
| Participant deferral / active EE | $6,715 | $8,422-20.3% | $8,066-16.7% | $6,690+0.4% |
| Admin fee / account holder | $1,319 | $15,030-91.2% | $12,989-89.8% | $13,392-90.1% |