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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 | $229,785 | $160,040+43.6% | $147,096+56.2% | $145,877+57.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.77% | 98.49%-78.7pp | 419.75%-400.0pp | 551.28%-531.5pp |
| Employer contribution / active EE | $2,671 | $5,289-49.5% | $4,936-45.9% | $4,663-42.7% |
| Participant deferral / active EE | $10,185 | $8,429+20.8% | $8,071+26.2% | $6,691+52.2% |
| Admin fee / account holder | $8,169 | $15,050-45.7% | $13,005-37.2% | $13,402-39.0% |