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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 | $159,934+46.8% | $147,005+59.7% | $145,959+60.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.94% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,070 | $5,287-41.9% | $4,934-37.8% | $4,661-34.1% |
| Participant deferral / active EE | $10,569 | $8,427+25.4% | $8,070+31.0% | $6,689+58.0% |
| Admin fee / account holder | $16,325 | $15,053+8.4% | $13,006+25.5% | $13,398+21.8% |