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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 | $192,221 | $160,070+20.1% | $147,117+30.7% | $145,897+31.8% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 12.24% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $4,344 | $5,285-17.8% | $4,932-11.9% | $4,663-6.8% |
| Participant deferral / active EE | $12,020 | $8,419+42.8% | $8,065+49.0% | $6,689+79.7% |
| Admin fee / account holder | $37,108 | $15,035+146.8% | $12,993+185.6% | $13,390+177.1% |