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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 | $160,040+54.2% | $147,096+67.8% | $145,877+69.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.22% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,715 | $5,289-48.7% | $4,936-45.0% | $4,663-41.8% |
| Participant deferral / active EE | $7,012 | $8,429-16.8% | $8,071-13.1% | $6,691+4.8% |
| Admin fee / account holder | $8,260 | $15,050-45.1% | $13,005-36.5% | $13,402-38.4% |