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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 | $160,070+43.6% | $147,117+56.2% | $145,897+57.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.77% | 98.69%-78.9pp | 420.54%-400.8pp | 552.29%-532.5pp |
| Employer contribution / active EE | $2,671 | $5,285-49.5% | $4,932-45.8% | $4,663-42.7% |
| Participant deferral / active EE | $10,185 | $8,419+21.0% | $8,065+26.3% | $6,689+52.3% |
| Admin fee / account holder | $8,169 | $15,035-45.7% | $12,993-37.1% | $13,390-39.0% |