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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 | $231,854 | $160,070+44.8% | $147,117+57.6% | $145,897+58.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.31% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,509 | $5,285-33.6% | $4,932-28.9% | $4,663-24.8% |
| Participant deferral / active EE | $14,604 | $8,419+73.5% | $8,065+81.1% | $6,689+118.3% |
| Admin fee / account holder | $1,471 | $15,035-90.2% | $12,993-88.7% | $13,390-89.0% |