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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 | $207,025 | $160,028+29.4% | $147,080+40.8% | $145,884+41.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.55% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,680 | $5,286-68.2% | $4,933-65.9% | $4,662-64.0% |
| Participant deferral / active EE | $8,837 | $8,422+4.9% | $8,066+9.6% | $6,690+32.1% |
| Admin fee / account holder | $1,369 | $15,030-90.9% | $12,989-89.5% | $13,392-89.8% |