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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 | $239,599 | $159,978+49.8% | $147,041+62.9% | $145,978+64.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.39% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $4,849 | $5,288-8.3% | $4,935-1.7% | $4,662+4.0% |
| Participant deferral / active EE | $14,013 | $8,429+66.3% | $8,071+73.6% | $6,690+109.5% |
| Admin fee / account holder | $39,907 | $15,053+165.1% | $13,006+206.8% | $13,400+197.8% |