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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 | $159,978+18.6% | $147,041+29.1% | $145,978+30.0% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 19.18% | 98.36%-79.2pp | 419.21%-400.0pp | 550.52%-531.3pp |
| Employer contribution / active EE | $2,597 | $5,288-50.9% | $4,935-47.4% | $4,662-44.3% |
| Participant deferral / active EE | $6,715 | $8,429-20.3% | $8,071-16.8% | $6,690+0.4% |
| Admin fee / account holder | $1,319 | $15,053-91.2% | $13,006-89.9% | $13,400-90.2% |