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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 | $234,760 | $159,978+46.7% | $147,041+59.7% | $145,978+60.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.94% | 98.36%-84.4pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,070 | $5,288-41.9% | $4,935-37.8% | $4,662-34.1% |
| Participant deferral / active EE | $10,569 | $8,429+25.4% | $8,071+30.9% | $6,690+58.0% |
| Admin fee / account holder | $16,325 | $15,053+8.4% | $13,006+25.5% | $13,400+21.8% |