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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 | $160,040+20.1% | $147,096+30.7% | $145,877+31.8% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 12.24% | 98.49%-86.3pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $4,344 | $5,289-17.9% | $4,936-12.0% | $4,663-6.8% |
| Participant deferral / active EE | $12,020 | $8,429+42.6% | $8,071+48.9% | $6,691+79.7% |
| Admin fee / account holder | $37,108 | $15,050+146.6% | $13,005+185.3% | $13,402+176.9% |