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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 | $222,464 | $166,020+34.0% | $164,866+34.9% | $145,959+52.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 18.27% | 100.08%-81.8pp | 69.97%-51.7pp | 561.95%-543.7pp |
| Employer contribution / active EE | $2,076 | $5,275-60.6% | $4,343-52.2% | $4,661-55.5% |
| Participant deferral / active EE | $9,080 | $6,961+30.4% | $6,033+50.5% | $6,689+35.8% |
| Admin fee / account holder | $700 | $16,644-95.8% | $12,689-94.5% | $13,398-94.8% |