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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 | $246,794 | $160,070+54.2% | $147,117+67.8% | $145,897+69.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.22% | 98.69%-83.5pp | 420.54%-405.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,715 | $5,285-48.6% | $4,932-44.9% | $4,663-41.8% |
| Participant deferral / active EE | $7,012 | $8,419-16.7% | $8,065-13.1% | $6,689+4.8% |
| Admin fee / account holder | $8,260 | $15,035-45.1% | $12,993-36.4% | $13,390-38.3% |